Hexagon Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hexagon Capital 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 Q2	–	Sell	-2,121	Closed	-$59.3K	–	1399
2025 Q1	$59.3K	Buy	2,121 +59	+3%	+$1.65K	0.01%	426
2024 Q4	$56.3K	Buy	2,062 +58	+3%	+$1.65K	0.01%	447
2024 Q3	$56.5K	Buy	2,004 +9	+0.5%	+$245	0.01%	428
2024 Q2	$51.7K	Buy	1,995 +1,557	+355%	+$40.5K	0.01%	433
2024 Q1	$11.8K	Sell	438 -12	-3%	-$310	﹤0.01%	815
2023 Q4	$11.4K	Buy	450 +24	+6%	+$572	﹤0.01%	786
2023 Q3	$10K	Buy	426 +63	+17%	+$1.55K	﹤0.01%	746
2023 Q2	$8.82K	Buy	363 +12	+3%	+$287	﹤0.01%	775
2023 Q1	$8.58K	Buy	351 +102	+41%	+$2.55K	﹤0.01%	768
2022 Q4	$6.3K	Buy	249 +24	+11%	+$592	﹤0.01%	854
2022 Q3	$5K	Buy	225 +9	+4%	+$219	﹤0.01%	941
2022 Q2	$5K	Buy	216 +21	+11%	+$534	﹤0.01%	815
2022 Q1	$5K	Buy	195 +30	+18%	+$786	﹤0.01%	725
2021 Q4	$4K	Buy	165 +12	+8%	+$312	﹤0.01%	715
2021 Q3	$4K	Buy	153 +15	+11%	+$381	﹤0.01%	707
2021 Q2	$3K	Buy	+138	New	+$3.48K	﹤0.01%	701

Other funds holding SCHD

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hexagon Capital Partners's SCHD Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 2,121 shares — an estimated $59.3K sold.

Hexagon Capital Partners first reported a position in SCHD in Q2 2021 and held it in 16 quarters. The position peaked at $59.3K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Hexagon Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 2,121 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $59.3K.
Hexagon Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 16 quarters.
Hexagon Capital Partners's Schwab US Dividend Equity ETF position peaked at $59.3K in Q1 2025.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.