PrairieView Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

PrairieView Partners’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	$33K	Buy	1,282 +467	+57%	+$12.2K	﹤0.01%	216
2025 Q1	$22K	Buy	815 +8	+1%	+$223	﹤0.01%	230
2024 Q4	$22K	Buy	807 +33	+4%	+$938	﹤0.01%	239
2024 Q3	$21K	Buy	774 +12	+2%	+$327	﹤0.01%	243
2024 Q2	$19K	Hold	762	–	–	﹤0.01%	256
2024 Q1	$21K	Sell	762 -150	-16%	-$3.88K	﹤0.01%	238
2023 Q4	$23K	Hold	912	–	–	﹤0.01%	229
2023 Q3	$21K	Buy	+912	New	+$22.4K	﹤0.01%	240
2022 Q3	–	Sell	-3,045	Closed	-$73K	–	469
2022 Q2	$73K	Buy	+3,045	New	+$77.5K	0.01%	161

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

PrairieView Partners's SCHD Position: Q2 2025 in Review

PrairieView Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 57% in Q2 2025, buying an estimated $12.2K and bringing the position to 1,282 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

PrairieView Partners first reported a position in SCHD in Q2 2022 and has held it in 9 quarters since. The position peaked at $73K in Q2 2022. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

PrairieView Partners held 1,282 shares of Schwab US Dividend Equity ETF worth $33K as of Q2 2025.
PrairieView Partners bought 467 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $12.2K.
Schwab US Dividend Equity ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #216 holding.
PrairieView Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 9 quarters since.
PrairieView Partners's Schwab US Dividend Equity ETF position peaked at $73K in Q2 2022.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.