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

PSI 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
-1,734
Closed -$48.5K – 573
2025
Q1 		$48.5K Buy
1,734
+2
+0.1% +$56 0.02% 242
2024
Q4 		$47.3K Buy
1,732
+1,003
+138% +$28.5K 0.01% 283
2024
Q3 		$20.5K Sell
729
-231
-24% -$6.29K 0.01% 421
2024
Q2 		$24.9K Hold
960
– – 0.01% 362
2024
Q1 		$25.8K Buy
960
+240
+33% +$6.2K 0.01% 346
2023
Q4 		$18.3K Buy
720
+3
+0.4% +$71 0.01% 431
2023
Q3 		$16.9K Buy
717
+3
+0.4% +$74 0.01% 420
2023
Q2 		$17.3K Buy
714
+3
+0.4% +$72 0.01% 414
2023
Q1 		$17.3K Buy
711
+3
+0.4% +$75 0.01% 362
2022
Q4 		$17.8K Buy
708
+3
+0.4% +$74 0.01% 338
2022
Q3 		$16K Buy
705
+3
+0.4% +$73 0.01% 359
2022
Q2 		$17K Buy
702
+60
+9% +$1.53K 0.01% 380
2022
Q1 		$17K Buy
642
+3
+0.5% +$79 0.01% 391
2021
Q4 		$17K Buy
639
+45
+8% +$1.17K 0.01% 427
2021
Q3 		$15K Buy
+594
New +$15.1K 0.01% 436
2020
Q1 		– Sell
-3,858
Closed -$74K – 496
2019
Q4 		$74K Buy
+3,858
New +$72.3K 0.05% 223

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

PSI Advisors's SCHD Position: Q2 2025 in Review

PSI Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 1,734 shares — an estimated $48.5K sold.

PSI Advisors first reported a position in SCHD in Q4 2019 and held it in 16 quarters. The position peaked at $74K in Q4 2019. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • PSI Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,734 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $48.5K.
  • PSI Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Schwab US Dividend Equity ETF position peaked at $74K in Q4 2019.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.