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Martin Worley Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Martin Worley Group’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 		$4.99M Buy
188,118
+14,429
+8% +$377K 2.44% 10
2025
Q1 		$4.86M Buy
173,689
+2,260
+1% +$63K 2.77% 8
2024
Q4 		$4.68M Buy
+171,429
New +$4.87M 2.93% 8

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Martin Worley Group's SCHD Position: Q2 2025 in Review

Martin Worley Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.3% in Q2 2025, buying an estimated $377K and bringing the position to 188,118 shares worth $4.99M. The position accounts for 2.44% of the portfolio, ranked #10.

Martin Worley Group first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Martin Worley Group held 188,118 shares of Schwab US Dividend Equity ETF worth $4.99M as of Q2 2025.
  • Martin Worley Group bought 14,429 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $377K.
  • Schwab US Dividend Equity ETF made up 2.44% of Martin Worley Group's portfolio in Q2 2025, its #10 holding.
  • Martin Worley Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.