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

Olympus 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	$12.7M	Buy	478,107 +44,509	+10%	+$1.16M	4.26%	7
2025 Q1	$12.1M	Sell	433,598 -625,329	-59%	-$17.4M	5.32%	6
2024 Q4	$28.9M	Sell	1,058,927 -59,659	-5%	-$1.7M	10.53%	4
2024 Q3	$31.5M	Sell	1,118,586 -171,690	-13%	-$4.68M	10.84%	4
2024 Q2	$33.4M	Buy	1,290,276 +576,477	+81%	+$15M	10.46%	4
2024 Q1	$19.2M	Sell	713,799 -152,253	-18%	-$3.93M	11.37%	4
2023 Q4	$22M	Sell	866,052 -7,164	-0.8%	-$171K	11.28%	4
2023 Q3	$20.6M	Buy	873,216 +6,597	+0.8%	+$162K	11.79%	4
2023 Q2	$21M	Buy	866,619 +16,263	+2%	+$389K	11.3%	4
2023 Q1	$20.7M	Sell	850,356 -3,891	-0.5%	-$97.3K	11.39%	4
2022 Q4	$21.5M	Sell	854,247 -449,619	-34%	-$11.1M	10.8%	4
2022 Q3	$28.9M	Buy	1,303,866 +437,685	+51%	+$10.6M	12.45%	3
2022 Q2	$20.7M	Buy	866,181 +140,283	+19%	+$3.57M	11.54%	3
2022 Q1	$19.1M	Buy	725,898 +4,464	+0.6%	+$117K	9.23%	4
2021 Q4	$19.4M	Buy	+721,434	New	+$18.7M	13.5%	3

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

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

Olympus Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2025, buying an estimated $1.16M and bringing the position to 478,107 shares worth $12.7M. The position accounts for 4.26% of the portfolio, ranked #7.

Olympus Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 15 quarters since. The position peaked at $33.4M in Q2 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Olympus Wealth Management held 478,107 shares of Schwab US Dividend Equity ETF worth $12.7M as of Q2 2025.
Olympus Wealth Management bought 44,509 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $1.16M.
Schwab US Dividend Equity ETF made up 4.26% of Olympus Wealth Management's portfolio in Q2 2025, its #7 holding.
Olympus Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 15 quarters since.
Olympus Wealth Management's Schwab US Dividend Equity ETF position peaked at $33.4M in Q2 2024.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.