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Delta Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Delta Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$786K Buy
27,994
+6,993
+33% +$195K 0.18% 94
2024
Q4 		$574K Buy
+21,001
New +$597K 0.13% 115

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Delta Financial Group's SCHD Position: Q1 2025 in Review

Delta Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 33% in Q1 2025, buying an estimated $195K and bringing the position to 27,994 shares worth $786K. The position accounts for 0.18% of the portfolio, ranked #94.

Delta Financial Group first reported a position in SCHD in Q4 2024 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Delta Financial Group held 27,994 shares of Schwab US Dividend Equity ETF worth $786K as of Q1 2025.
  • Delta Financial Group bought 6,993 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $195K.
  • Schwab US Dividend Equity ETF made up 0.18% of Delta Financial Group's portfolio in Q1 2025, its #94 holding.
  • Delta Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.