Good Life Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Good Life Advisors’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	$3.82M	Buy	144,177 +4,430	+3%	+$116K	0.24%	86
2025 Q1	$3.91M	Sell	139,747 -4,163	-3%	-$116K	0.28%	82
2024 Q4	$3.93M	Buy	143,910 +420	+0.3%	+$11.9K	0.29%	73
2024 Q3	$4.04M	Buy	143,490 +2,667	+2%	+$72.7K	0.25%	84
2024 Q2	$3.65M	Sell	140,823 -159	-0.1%	-$4.14K	0.3%	68
2024 Q1	$3.79M	Buy	140,982 +37,758	+37%	+$975K	0.34%	59
2023 Q4	$2.62M	Sell	103,224 -8,349	-7%	-$199K	0.26%	75
2023 Q3	$2.63M	Buy	111,573 +12,012	+12%	+$295K	0.3%	70
2023 Q2	$2.41M	Buy	99,561 +35,658	+56%	+$852K	0.27%	76
2023 Q1	$1.56M	Buy	63,903 +12,327	+24%	+$308K	0.2%	103
2022 Q4	$1.3M	Buy	51,576 +12,687	+33%	+$313K	0.18%	115
2022 Q3	$861K	Buy	38,889 +7,788	+25%	+$189K	0.13%	135
2022 Q2	$743K	Buy	31,101 +8,094	+35%	+$206K	0.1%	147
2022 Q1	$605K	Buy	23,007 +5,031	+28%	+$132K	0.08%	179
2021 Q4	$484K	Sell	17,976 -249	-1%	-$6.47K	0.06%	211
2021 Q3	$451K	Buy	18,225 +192	+1%	+$4.88K	0.06%	212
2021 Q2	$455K	Sell	18,033 -639	-3%	-$16.1K	0.09%	176
2021 Q1	$454K	Buy	18,672 +3,108	+20%	+$70.7K	0.09%	168
2020 Q4	$333K	Sell	15,564 -111	-0.7%	-$2.25K	0.08%	177
2020 Q3	$289K	Buy	15,675 +9	+0.1%	+$166	0.08%	181
2020 Q2	$271K	Buy	+15,666	New	+$265K	0.08%	181
2020 Q1	–	Sell	-24,513	Closed	-$475K	–	268
2019 Q4	$475K	Buy	24,513 +597	+2%	+$11.2K	0.13%	128
2019 Q3	$439K	Sell	23,916 -510	-2%	-$9.13K	0.14%	126
2019 Q2	$433K	Hold	24,426	–	–	0.12%	131
2019 Q1	$425K	Sell	24,426 -2,883	-11%	-$48.5K	0.13%	132
2018 Q4	$428K	Buy	27,309 +7,818	+40%	+$130K	0.14%	122
2018 Q3	$346K	Buy	19,491 +1,332	+7%	+$23.1K	0.1%	155
2018 Q2	$298K	Buy	+18,159	New	+$299K	0.09%	162

Other funds holding SCHD

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Good Life Advisors's SCHD Position: Q2 2025 in Review

Good Life Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q2 2025, buying an estimated $116K and bringing the position to 144,177 shares worth $3.82M. The position accounts for 0.24% of the portfolio, ranked #86.

Good Life Advisors first reported a position in SCHD in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.04M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Good Life Advisors held 144,177 shares of Schwab US Dividend Equity ETF worth $3.82M as of Q2 2025.
Good Life Advisors bought 4,430 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $116K.
Schwab US Dividend Equity ETF made up 0.24% of Good Life Advisors's portfolio in Q2 2025, its #86 holding.
Good Life Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 28 quarters since.
Good Life Advisors's Schwab US Dividend Equity ETF position peaked at $4.04M in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.