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

Moser 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 Q2	$1.26M	Buy	47,498 +9,627	+25%	+$251K	0.6%	33
2025 Q1	$1.06M	Sell	37,871 -773	-2%	-$21.5K	0.55%	38
2024 Q4	$1.06M	Buy	38,644 +9,625	+33%	+$274K	0.55%	38
2024 Q3	$818K	Buy	29,019 +3,240	+13%	+$88.3K	0.42%	41
2024 Q2	$668K	Buy	25,779 +1,425	+6%	+$37.1K	0.36%	45
2024 Q1	$655K	Sell	24,354 -450	-2%	-$11.6K	0.36%	51
2023 Q4	$629K	Sell	24,804 -6,429	-21%	-$153K	0.4%	48
2023 Q3	$737K	Buy	31,233 +549	+2%	+$13.5K	0.52%	44
2023 Q2	$743K	Buy	+30,684	New	+$733K	0.5%	48
2022 Q4	$747K	Sell	29,649 -159	-0.5%	-$3.92K	0.56%	45
2022 Q3	$660K	Sell	29,808 -4,500	-13%	-$109K	0.52%	50
2022 Q2	$819K	Buy	34,308 +3,108	+10%	+$79.1K	0.61%	42
2022 Q1	$820K	Buy	+31,200	New	+$817K	0.51%	44
2020 Q1	–	Sell	-9,885	Closed	-$191K	–	136
2019 Q4	$191K	Buy	+9,885	New	+$185K	0.18%	57

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

Moser Wealth Advisors's SCHD Position: Q2 2025 in Review

Moser Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q2 2025, buying an estimated $251K and bringing the position to 47,498 shares worth $1.26M. The position accounts for 0.6% of the portfolio, ranked #33.

Moser Wealth Advisors first reported a position in SCHD in Q4 2019 and has held it in 14 quarters since. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Moser Wealth Advisors held 47,498 shares of Schwab US Dividend Equity ETF worth $1.26M as of Q2 2025.
Moser Wealth Advisors bought 9,627 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $251K.
Schwab US Dividend Equity ETF made up 0.6% of Moser Wealth Advisors's portfolio in Q2 2025, its #33 holding.
Moser Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 14 quarters since.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.