EWM
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EPG Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

EPG Wealth Management’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 		– Sell
-260
Closed -$7.12K – 437
2024
Q4 		$7.12K Sell
260
-1,774
-87% -$50.4K ﹤0.01% 387
2024
Q3 		$57.3K Buy
+2,034
New +$55.4K 0.01% 295
2024
Q2 		– Sell
-28,800
Closed -$750K – 136
2024
Q1 		$774K Buy
28,800
+42
+0.1% +$1.08K 0.19% 137
2023
Q4 		$729K Sell
28,758
-315
-1% -$7.51K 0.19% 133
2023
Q3 		$686K Buy
29,073
+54
+0.2% +$1.32K 0.21% 125
2023
Q2 		$702K Buy
29,019
+51
+0.2% +$1.22K 0.21% 117
2023
Q1 		$706K Buy
28,968
+948
+3% +$23.7K 0.22% 106
2022
Q4 		$706K Buy
28,020
+6,168
+28% +$152K 0.27% 88
2022
Q3 		$484K Buy
21,852
+258
+1% +$6.27K 0.2% 105
2022
Q2 		$516K Buy
21,594
+51
+0.2% +$1.3K 0.22% 98
2022
Q1 		$566K Buy
21,543
+2,064
+11% +$54K 0.2% 102
2021
Q4 		$525K Buy
19,479
+42
+0.2% +$1.09K 0.18% 113
2021
Q3 		$481K Buy
19,437
+39
+0.2% +$991 0.19% 108
2021
Q2 		$489K Sell
19,398
-1,758
-8% -$44.4K 0.21% 107
2021
Q1 		$514K Buy
21,156
+36
+0.2% +$819 0.25% 92
2020
Q4 		$452K Buy
21,120
+48
+0.2% +$973 0.27% 87
2020
Q3 		$388K Buy
21,072
+51
+0.2% +$938 0.29% 78
2020
Q2 		$363K Buy
21,021
+45
+0.2% +$760 0.26% 92
2020
Q1 		$315K Buy
20,976
+19,068
+999% +$342K 0.23% 85
2019
Q4 		$37K Buy
+1,908
New +$35.7K 0.03% 270

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

EPG Wealth Management's SCHD Position: Q1 2025 in Review

EPG Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 260 shares — an estimated $7.12K sold.

EPG Wealth Management first reported a position in SCHD in Q4 2019 and held it in 20 quarters. The position peaked at $774K in Q1 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • EPG Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 260 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $7.12K.
  • EPG Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 20 quarters.
  • EPG Wealth Management's Schwab US Dividend Equity ETF position peaked at $774K in Q1 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.