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Financial Advocates Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-11,054
Closed -$309K – 746
2025
Q1 		$309K Sell
11,054
-3,883
-26% -$108K 0.02% 556
2024
Q4 		$408K Buy
14,937
+4,167
+39% +$118K 0.02% 517
2024
Q3 		$289K Buy
10,770
+1,002
+10% +$27.3K 0.02% 608
2024
Q2 		$253K Sell
9,768
-4,653
-32% -$121K 0.02% 620
2024
Q1 		$384K Buy
14,421
+1,860
+15% +$48.1K 0.02% 518
2023
Q4 		$319K Sell
12,561
-29,835
-70% -$711K 0.02% 537
2023
Q3 		$1M Sell
42,396
-45
-0.1% -$1.1K 0.07% 270
2023
Q2 		$1.03M Sell
42,441
-2,304
-5% -$55K 0.07% 263
2023
Q1 		$1.09M Sell
44,745
-116,169
-72% -$2.9M 0.08% 275
2022
Q4 		$4.05M Buy
160,914
+120,744
+301% +$2.98M 0.3% 82
2022
Q3 		$889K Sell
40,170
-6,435
-14% -$156K 0.07% 280
2022
Q2 		$1.11M Sell
46,605
-235,629
-83% -$5.99M 0.09% 247
2022
Q1 		$7.42M Buy
282,234
+3,945
+1% +$103K 0.49% 40
2021
Q4 		$7.5M Sell
278,289
-1,254
-0.4% -$32.6K 0.47% 39
2021
Q3 		$6.92M Sell
279,543
-3,198
-1% -$81.3K 0.47% 39
2021
Q2 		$7.13M Buy
282,741
+17,226
+6% +$435K 0.48% 39
2021
Q1 		$6.45M Buy
265,515
+38,775
+17% +$882K 0.46% 42
2020
Q4 		$4.85M Buy
226,740
+23,736
+12% +$481K 0.33% 68
2020
Q3 		$3.74M Buy
203,004
+6,819
+3% +$125K 0.32% 70
2020
Q2 		$3.38M Buy
196,185
+21,543
+12% +$364K 0.32% 79
2020
Q1 		$2.62M Sell
174,642
-1,164
-0.7% -$20.9K 0.37% 70
2019
Q4 		$3.39M Buy
175,806
+10,221
+6% +$191K 0.36% 71
2019
Q3 		$3.02M Sell
165,585
-2,514
-1% -$45K 0.35% 77
2019
Q2 		$2.97M Buy
168,099
+23,721
+16% +$417K 0.34% 71
2019
Q1 		$2.52M Buy
144,378
+20,838
+17% +$350K 0.31% 86
2018
Q4 		$1.93M Buy
123,540
+11,739
+10% +$196K 0.26% 103
2018
Q3 		$1.98M Buy
111,801
+153
+0.1% +$2.65K 0.22% 108
2018
Q2 		$1.83M Buy
111,648
+12,627
+13% +$208K 0.22% 108
2018
Q1 		$1.62M Buy
99,021
+13,821
+16% +$236K 0.21% 108
2017
Q4 		$1.45M Buy
+85,200
New +$1.4M 0.2% 113

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's SCHD Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 11,054 shares — an estimated $309K sold.

Financial Advocates Investment Management first reported a position in SCHD in Q4 2017 and held it in 30 quarters. The position peaked at $7.5M in Q4 2021. 1,801 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,054 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $309K.
  • Financial Advocates Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's Schwab US Dividend Equity ETF position peaked at $7.5M in Q4 2021.
  • 1,801 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.