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

Parkworth 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 		$7.29K Sell
275
-19
-6% -$496 0.01% 154
2025
Q1 		$8.26K Buy
294
+19
+7% +$530 0.01% 140
2024
Q4 		$8.88K Buy
+275
New +$7.82K 0.01% 146

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

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

Parkworth Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.5% in Q2 2025, selling an estimated $496 and leaving 275 shares worth $7.29K. The position accounts for 0.01% of the portfolio, ranked #154.

Parkworth Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.88K in Q4 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Parkworth Wealth Management held 275 shares of Schwab US Dividend Equity ETF worth $7.29K as of Q2 2025.
  • Parkworth Wealth Management sold 19 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $496.
  • Schwab US Dividend Equity ETF made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #154 holding.
  • Parkworth Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Schwab US Dividend Equity ETF position peaked at $8.88K in Q4 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.