NewSquare Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

NewSquare Capital’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	-16	Closed	-$421	–	1036
2025 Q2	$421	Buy	16 +1	+7%	+$26	﹤0.01%	1153
2025 Q1	$419	Hold	15	–	–	﹤0.01%	1045
2024 Q4	$410	Hold	15	–	–	﹤0.01%	745
2024 Q3	$423	Sell	15 -474	-97%	-$12.9K	﹤0.01%	289
2024 Q2	$12.7K	Buy	489 +474	+3,160%	+$12.3K	﹤0.01%	215
2024 Q1	$403	Hold	15	–	–	﹤0.01%	388
2023 Q4	$381	Sell	15 -18	-55%	-$429	﹤0.01%	437
2023 Q3	$778	Sell	33 -1,542	-98%	-$37.8K	﹤0.01%	511
2023 Q2	$38.1K	Buy	1,575 +1,542	+4,673%	+$36.8K	﹤0.01%	209
2023 Q1	$805	Hold	33	–	–	﹤0.01%	674
2022 Q4	$831	Hold	33	–	–	﹤0.01%	599
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	410
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	359
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	367
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	357
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	347
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	339
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	318
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	324
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	319
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	356
2020 Q1	$0	Hold	33	–	–	﹤0.01%	393
2019 Q4	$1K	Hold	33	–	–	﹤0.01%	298
2019 Q3	$1K	Buy	+33	New	+$591	﹤0.01%	271

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewSquare Capital's SCHD Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 16 shares — an estimated $421 sold.

NewSquare Capital first reported a position in SCHD in Q3 2019 and held it in 24 quarters. The position peaked at $38.1K in Q2 2023. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

NewSquare Capital reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 16 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $421.
NewSquare Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 24 quarters.
NewSquare Capital's Schwab US Dividend Equity ETF position peaked at $38.1K in Q2 2023.
1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.