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

Fonville 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
Q2 		– Sell
-11,323
Closed -$309K – 126
2025
Q1 		$309K Sell
11,323
-15
-0.1% -$418 0.09% 95
2024
Q4 		$310K Buy
11,338
+1
+0% +$28 0.1% 87
2024
Q3 		$319K Sell
11,337
-558
-5% -$15.2K 0.11% 89
2024
Q2 		$309K Buy
+11,895
New +$310K 0.12% 79

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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fonville Wealth Management's SCHD Position: Q2 2025 in Review

Fonville Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 11,323 shares — an estimated $309K sold.

Fonville Wealth Management first reported a position in SCHD in Q2 2024 and held it in 4 quarters. The position peaked at $319K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Fonville Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 11,323 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $309K.
  • Fonville Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 4 quarters.
  • Fonville Wealth Management's Schwab US Dividend Equity ETF position peaked at $319K in Q3 2024.
  • 1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Fonville Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.