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Oliver Lagore Vanvalin Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Oliver Lagore Vanvalin Investment 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 		$17 Buy
+1
New +$26 ﹤0.01% 654
2024
Q4 		$14.4K Sell
526
-2
-0.4% -$57 ﹤0.01% 398
2024
Q3 		$14.8K Sell
528
-150
-22% -$4.09K ﹤0.01% 382
2024
Q2 		$17.5K Sell
678
-258
-28% -$6.72K 0.01% 351
2024
Q1 		$25.1K Buy
936
+906
+3,020% +$23.4K 0.01% 315
2023
Q4 		$761 Hold
30
– – ﹤0.01% 677
2023
Q3 		$708 Buy
+30
New +$736 ﹤0.01% 759

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

Oliver Lagore Vanvalin Investment Group's SCHD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2025: 1 share worth $17. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SCHD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHD in Q3 2023 and has held it in 7 quarters since. The position peaked at $25.1K in Q1 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1 share of Schwab US Dividend Equity ETF worth $17 as of Q2 2025.
  • Schwab US Dividend Equity ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #654 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 7 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Schwab US Dividend Equity ETF position peaked at $25.1K in Q1 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.