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Hoese & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hoese & Co’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
-966
Closed -$27K – 174
2025
Q1 		$27K Hold
966
– – 0.02% 93
2024
Q4 		$26.4K Buy
+966
New +$27.5K 0.02% 96

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

Hoese & Co's SCHD Position: Q2 2025 in Review

Hoese & Co sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 966 shares — an estimated $27K sold.

Hoese & Co first reported a position in SCHD in Q4 2024 and held it in 2 quarters. The position peaked at $27K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Hoese & Co reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Hoese & Co sold 966 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $27K.
  • Hoese & Co first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 2 quarters.
  • Hoese & Co's Schwab US Dividend Equity ETF position peaked at $27K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Hoese & Co's 13F filing for Q2 2025, filed 29 Jul 2025.