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Glenview Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Glenview Trust’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
-7,531
Closed -$211K – 513
2025
Q1 		$211K Sell
7,531
-2,957
-28% -$82.4K ﹤0.01% 460
2024
Q4 		$287K Sell
10,488
-648
-6% -$18.4K 0.01% 422
2024
Q3 		$314K Buy
+11,136
New +$303K 0.01% 406

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

Glenview Trust's SCHD Position: Q2 2025 in Review

Glenview Trust sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 7,531 shares — an estimated $211K sold.

Glenview Trust first reported a position in SCHD in Q3 2024 and held it in 3 quarters. The position peaked at $314K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Glenview Trust reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Glenview Trust sold 7,531 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $211K.
  • Glenview Trust first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 3 quarters.
  • Glenview Trust's Schwab US Dividend Equity ETF position peaked at $314K in Q3 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Glenview Trust's 13F filing for Q2 2025, filed 14 Aug 2025.