Financial Partners Group (Tennessee)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Partners Group (Tennessee)’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	$620K	Buy	23,379 +79	+0.3%	+$2.06K	0.22%	60
2025 Q1	$651K	Buy	23,300 +72	+0.3%	+$2.01K	0.28%	60
2024 Q4	$635K	Buy	23,228 +74	+0.3%	+$2.1K	0.26%	62
2024 Q3	$652K	Sell	23,154 -2,790	-11%	-$76K	0.24%	68
2024 Q2	$672K	Sell	25,944 -12	-0%	-$312	0.26%	67
2024 Q1	$698K	Sell	25,956 -888	-3%	-$22.9K	0.27%	68
2023 Q4	$681K	Buy	26,844 +108	+0.4%	+$2.57K	0.31%	59
2023 Q3	$631K	Buy	26,736 +96	+0.4%	+$2.36K	0.3%	59
2023 Q2	$645K	Sell	26,640 -3,996	-13%	-$95.5K	0.32%	55
2023 Q1	$747K	Buy	30,636 +111	+0.4%	+$2.77K	0.39%	51
2022 Q4	$769K	Buy	+30,525	New	+$753K	0.45%	43

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 $424B AUM 22.94% 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 Partners Group (Tennessee)'s SCHD Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.34% in Q2 2025, buying an estimated $2.06K and bringing the position to 23,379 shares worth $620K. The position accounts for 0.22% of the portfolio, ranked #60.

Financial Partners Group (Tennessee) first reported a position in SCHD in Q4 2022 and has held it in 11 quarters since. The position peaked at $769K in Q4 2022. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Financial Partners Group (Tennessee) held 23,379 shares of Schwab US Dividend Equity ETF worth $620K as of Q2 2025.
Financial Partners Group (Tennessee) bought 79 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $2.06K.
Schwab US Dividend Equity ETF made up 0.22% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #60 holding.
Financial Partners Group (Tennessee) first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Schwab US Dividend Equity ETF position peaked at $769K in Q4 2022.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.