MWM
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MinichMacGregor Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MinichMacGregor 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 		– Sell
-586,751
Closed -$16.4M – 139
2025
Q1 		$16.4M Buy
+586,751
New +$16.4M 3.67% 6
2024
Q2 		– Sell
-8,739
Closed -$233K – 114
2024
Q1 		$233K Buy
8,739
+33
+0.4% +$853 0.06% 96
2023
Q4 		$221K Buy
8,706
+60
+0.7% +$1.43K 0.06% 98
2023
Q3 		$204K Buy
+8,646
New +$212K 0.07% 91
2023
Q2 		– Sell
-13,872
Closed -$338K – 105
2023
Q1 		$338K Buy
13,872
+12,816
+1,214% +$320K 0.11% 66
2022
Q4 		$26.6K Buy
+1,056
New +$26.1K 0.01% 257
2018
Q4 		– Sell
-6,672
Closed -$118K – 434
2018
Q3 		$118K Hold
6,672
– – 0.08% 72
2018
Q2 		$109K Hold
6,672
– – 0.08% 74
2018
Q1 		$109K Hold
6,672
– – 0.08% 67
2017
Q4 		$113K Buy
6,672
+600
+10% +$9.86K 0.09% 64
2017
Q3 		$94K Hold
6,072
– – 0.08% 65
2017
Q2 		$91K Hold
6,072
– – 0.08% 67
2017
Q1 		$90K Sell
6,072
-2,448
-29% -$36.1K 0.08% 69
2016
Q4 		$123K Hold
8,520
– – 0.12% 51
2016
Q3 		$120K Buy
8,520
+1,512
+22% +$21.3K 0.11% 53
2016
Q2 		$96K Hold
7,008
– – 0.09% 69
2016
Q1 		$93K Buy
7,008
+2,070
+42% +$26.2K 0.09% 70
2015
Q4 		$65K Buy
+4,938
New +$63.6K 0.06% 88

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

MinichMacGregor Wealth Management's SCHD Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 586,751 shares — an estimated $16.4M sold.

MinichMacGregor Wealth Management first reported a position in SCHD in Q4 2015 and held it in 18 quarters. The position peaked at $16.4M in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • MinichMacGregor Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 586,751 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $16.4M.
  • MinichMacGregor Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and held it in 18 quarters.
  • MinichMacGregor Wealth Management's Schwab US Dividend Equity ETF position peaked at $16.4M in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.