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

Hemington 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
Q3 		$1K Hold
54
– – ﹤0.01% 1482
2025
Q2 		$1K Hold
54
– – ﹤0.01% 1454
2025
Q1 		$1K Hold
54
– – ﹤0.01% 1449
2024
Q4 		$1K Sell
54
-108
-67% -$3.07K ﹤0.01% 1467
2024
Q3 		$1K Buy
+162
New +$4.41K ﹤0.01% 1403

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Hemington Wealth Management's SCHD Position: Q3 2025 in Review

Hemington Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2025 at 54 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Hemington Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 5 quarters since. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Hemington Wealth Management held 54 shares of Schwab US Dividend Equity ETF worth $1K as of Q3 2025.
  • Hemington Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q3 2025.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1482 holding.
  • Hemington Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.