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Heritage Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Wealth Partners’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
Q1 		– Sell
-13,075
Closed -$357K – 74
2024
Q4 		$357K Buy
13,075
+121
+0.9% +$3.44K 0.45% 45
2024
Q3 		$365K Buy
12,954
+252
+2% +$6.87K 0.43% 45
2024
Q2 		$329K Buy
+12,702
New +$331K 0.48% 42

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WANY
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Heritage Wealth Partners's SCHD Position: Q1 2025 in Review

Heritage Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 13,075 shares — an estimated $357K sold.

Heritage Wealth Partners first reported a position in SCHD in Q2 2024 and held it in 3 quarters. The position peaked at $365K in Q3 2024. 1,811 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Heritage Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Partners sold 13,075 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $357K.
  • Heritage Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 3 quarters.
  • Heritage Wealth Partners's Schwab US Dividend Equity ETF position peaked at $365K in Q3 2024.
  • 1,811 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.