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New Century Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

New Century Financial 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 		– Sell
-14,664
Closed -$410K – 141
2025
Q1 		$410K Sell
14,664
-1,867
-11% -$52K 0.47% 68
2024
Q4 		$454K Sell
16,531
-14
-0.1% -$398 0.19% 141
2024
Q3 		$466K Buy
+16,545
New +$451K 0.17% 165

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

New Century Financial Group's SCHD Position: Q2 2025 in Review

New Century Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 14,664 shares — an estimated $410K sold.

New Century Financial Group first reported a position in SCHD in Q3 2024 and held it in 3 quarters. The position peaked at $466K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • New Century Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 14,664 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $410K.
  • New Century Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 3 quarters.
  • New Century Financial Group's Schwab US Dividend Equity ETF position peaked at $466K in Q3 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.