Financial Freedom LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Freedom LLC’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	-1,835	Closed	-$51.3K	–	363
2025 Q1	$51.3K	Sell	1,835 -3,211	-64%	-$89.5K	0.03%	171
2024 Q4	$138K	Sell	5,046 -2,307	-31%	-$65.6K	0.07%	112
2024 Q3	$207K	Buy	7,353 +90	+1%	+$2.45K	0.11%	100
2024 Q2	$188K	Hold	7,263	–	–	0.11%	105
2024 Q1	$195K	Buy	7,263 +36	+0.5%	+$930	0.12%	99
2023 Q4	$183K	Buy	7,227 +69	+1%	+$1.64K	0.12%	99
2023 Q3	$169K	Sell	7,158 -219	-3%	-$5.37K	0.12%	101
2023 Q2	$179K	Buy	7,377 +2,106	+40%	+$50.3K	0.13%	95
2023 Q1	$129K	Buy	5,271 +2,307	+78%	+$57.7K	0.09%	106
2022 Q4	$74.6K	Buy	+2,964	New	+$73.2K	0.05%	128

Other funds holding SCHD

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Freedom LLC's SCHD Position: Q2 2025 in Review

Financial Freedom LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 1,835 shares — an estimated $51.3K sold.

Financial Freedom LLC first reported a position in SCHD in Q4 2022 and held it in 10 quarters. The position peaked at $207K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Financial Freedom LLC reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Financial Freedom LLC sold 1,835 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $51.3K.
Financial Freedom LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 10 quarters.
Financial Freedom LLC's Schwab US Dividend Equity ETF position peaked at $207K in Q3 2024.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Financial Freedom LLC's 13F filing for Q2 2025, filed 13 Aug 2025.