Prossimo Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prossimo Advisors’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	–	Sell	-26,817	Closed	-$750K	–	141
2025 Q1	$750K	Hold	26,817	–	–	0.56%	55
2024 Q4	$733K	Hold	26,817	–	–	0.53%	57
2024 Q3	$756K	Hold	26,817	–	–	0.55%	56
2024 Q2	$695K	Buy	+26,817	New	+$698K	0.63%	48
2023 Q3	–	Sell	-26,817	Closed	-$649K	–	110
2023 Q2	$649K	Buy	+26,817	New	+$641K	0.63%	51

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

Prossimo Advisors's SCHD Position: Q2 2025 in Review

Prossimo Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 26,817 shares — an estimated $750K sold.

Prossimo Advisors first reported a position in SCHD in Q2 2023 and held it in 5 quarters. The position peaked at $756K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Prossimo Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Prossimo Advisors sold 26,817 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $750K.
Prossimo Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 5 quarters.
Prossimo Advisors's Schwab US Dividend Equity ETF position peaked at $756K in Q3 2024.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Prossimo Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.