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Financial Counselors Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Counselors Inc’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
-498,855
Closed -$13.9M – 424
2025
Q1 		$13.9M Buy
498,855
+24,261
+5% +$676K 0.21% 116
2024
Q4 		$13M Buy
474,594
+36,993
+8% +$1.05M 0.19% 122
2024
Q3 		$12.3M Sell
437,601
-6,171
-1% -$168K 0.18% 128
2024
Q2 		$11.5M Sell
443,772
-10,518
-2% -$274K 0.19% 128
2024
Q1 		$12.2M Sell
454,290
-357,753
-44% -$9.24M 0.21% 122
2023
Q4 		$20.6M Buy
812,043
+452,490
+126% +$10.8M 0.37% 73
2023
Q3 		$8.48M Sell
359,553
-69,108
-16% -$1.7M 0.17% 140
2023
Q2 		$10.4M Sell
428,661
-112,062
-21% -$2.68M 0.21% 120
2023
Q1 		$13.2M Sell
540,723
-43,977
-8% -$1.1M 0.28% 95
2022
Q4 		$14.7M Sell
584,700
-227,406
-28% -$5.61M 0.33% 93
2022
Q3 		$18M Sell
812,106
-52,983
-6% -$1.29M 0.44% 67
2022
Q2 		$20.7M Sell
865,089
-170,787
-16% -$4.34M 0.48% 64
2022
Q1 		$27.2M Buy
1,035,876
+92,499
+10% +$2.42M 0.56% 53
2021
Q4 		$25.4M Buy
943,377
+103,569
+12% +$2.69M 0.52% 60
2021
Q3 		$20.8M Buy
839,808
+92,601
+12% +$2.35M 0.45% 70
2021
Q2 		$18.8M Buy
747,207
+123,474
+20% +$3.12M 0.41% 73
2021
Q1 		$15.2M Buy
623,733
+154,368
+33% +$3.51M 0.35% 85
2020
Q4 		$10M Buy
469,365
+114,642
+32% +$2.32M 0.25% 109
2020
Q3 		$6.54M Buy
354,723
+94,797
+36% +$1.74M 0.19% 132
2020
Q2 		$4.48M Buy
+259,926
New +$4.39M 0.14% 157

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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 $374B AUM 17.66% 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 Counselors Inc's SCHD Position: Q2 2025 in Review

Financial Counselors Inc sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 498,855 shares — an estimated $13.9M sold.

Financial Counselors Inc first reported a position in SCHD in Q2 2020 and held it in 20 quarters. The position peaked at $27.2M in Q1 2022. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Financial Counselors Inc reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 498,855 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $13.9M.
  • Financial Counselors Inc first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 20 quarters.
  • Financial Counselors Inc's Schwab US Dividend Equity ETF position peaked at $27.2M in Q1 2022.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.