LWM
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Liberty Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Liberty 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
2026
Q1 		– Sell
-14,119
Closed -$387K – 275
2025
Q4 		$387K Buy
+14,119
New +$384K 0.05% 161
2024
Q3 		– Sell
-157,785
Closed -$68K – 253
2024
Q2 		$68K Buy
+157,785
New +$4.11M 0.01% 210
2023
Q2 		– Sell
-21,105
Closed -$503K – 224
2023
Q1 		$503K Buy
+21,105
New +$528K 0.1% 127
2022
Q1 		– Sell
-8,193
Closed -$220 – 179
2021
Q4 		$220 Buy
+8,193
New +$213K 0.01% 152
2020
Q2 		– Sell
-2,352
Closed -$35K – 967
2020
Q1 		$35K Hold
2,352
– – 0.03% 257
2019
Q4 		$45K Hold
2,352
– – 0.04% 267
2019
Q3 		$43K Buy
+2,352
New +$42.1K 0.04% 254

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Morgan Stanley
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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Raymond James Financial
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UBS Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return