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

Puff 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 		– Sell
-9,641
Closed -$270K – 134
2025
Q1 		$270K Buy
+9,641
New +$269K 0.25% 70

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Envestnet Asset Management
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Raymond James Financial
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Northwestern Mutual Wealth Management
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UBS Group
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Ameriprise
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Puff Wealth Management's SCHD Position: Q2 2025 in Review

Puff Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 9,641 shares — an estimated $270K sold.

Puff Wealth Management first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $270K in Q1 2025. 1,803 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Puff Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Puff Wealth Management sold 9,641 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $270K.
  • Puff Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • Puff Wealth Management's Schwab US Dividend Equity ETF position peaked at $270K in Q1 2025.
  • 1,803 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Puff Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.