Meadow Creek Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meadow Creek Wealth Advisors’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 Q3	–	Sell	-12,952	Closed	-$343K	–	148
2025 Q2	$343K	Hold	12,952	–	–	0.23%	94
2025 Q1	$362K	Buy	12,952 +2,947	+29%	+$82.2K	0.27%	80
2024 Q4	$273K	Hold	10,005	–	–	0.2%	103
2024 Q3	$282K	Hold	10,005	–	–	0.22%	103
2024 Q2	$259K	Buy	+10,005	New	+$260K	0.25%	98
2022 Q3	$333K	Sell	15,033 -7,050	-32%	-$171K	0.44%	62
2022 Q2	$527K	Sell	22,083 -2,451	-10%	-$62.4K	0.65%	36
2022 Q1	$645K	Sell	24,534 -24,057	-50%	-$630K	0.7%	34
2021 Q4	$1.31M	Buy	+48,591	New	+$1.26M	1.24%	12

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Meadow Creek Wealth Advisors's SCHD Position: Q3 2025 in Review

Meadow Creek Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 12,952 shares — an estimated $343K sold.

Meadow Creek Wealth Advisors first reported a position in SCHD in Q4 2021 and held it in 9 quarters. The position peaked at $1.31M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Meadow Creek Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Meadow Creek Wealth Advisors sold 12,952 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $343K.
Meadow Creek Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 9 quarters.
Meadow Creek Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $1.31M in Q4 2021.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Meadow Creek Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.