Iron Horse Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Iron Horse 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 Q2	$124K	Buy	4,664 +507	+12%	+$13.2K	0.04%	77
2025 Q1	$116K	Buy	4,157 +3,506	+539%	+$97.7K	0.04%	69
2024 Q4	$17.8K	Buy	651 +6	+0.9%	+$171	0.01%	197
2024 Q3	$18.2K	Sell	645 -345	-35%	-$9.4K	0.01%	191
2024 Q2	$25.6K	Buy	+990	New	+$25.8K	0.01%	142
2023 Q3	–	Sell	-6	Closed	-$145	–	509
2023 Q2	$145	Hold	6	–	–	﹤0.01%	303
2023 Q1	$146	Hold	6	–	–	﹤0.01%	337
2022 Q4	$0	Buy	+6	New	+$148	﹤0.01%	271
2022 Q3	–	Sell	-9	Closed	–	–	252
2022 Q2	$0	Hold	9	–	–	﹤0.01%	307
2022 Q1	$0	Sell	9 -306	-97%	-$8.01K	﹤0.01%	263
2021 Q4	$8K	Buy	+315	New	+$8.18K	﹤0.01%	129

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

Iron Horse Wealth Management's SCHD Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2025, buying an estimated $13.2K and bringing the position to 4,664 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #77.

Iron Horse Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 11 quarters since. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Iron Horse Wealth Management held 4,664 shares of Schwab US Dividend Equity ETF worth $124K as of Q2 2025.
Iron Horse Wealth Management bought 507 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $13.2K.
Schwab US Dividend Equity ETF made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #77 holding.
Iron Horse Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 11 quarters since.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.