PWC
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PYA Waltman Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

PYA Waltman Capital’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
Q1 		– Sell
-16,000
Closed -$437K – 79
2024
Q4 		$437K Buy
+16,000
New +$455K 0.14% 60

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WANY
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Morgan Stanley
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AAS
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Raymond James Financial
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SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PYA Waltman Capital's SCHD Position: Q1 2025 in Review

PYA Waltman Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 16,000 shares — an estimated $437K sold.

PYA Waltman Capital first reported a position in SCHD in Q4 2024 and held it in 1 quarter. The position peaked at $437K in Q4 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • PYA Waltman Capital reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • PYA Waltman Capital sold 16,000 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $437K.
  • PYA Waltman Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 1 quarter.
  • PYA Waltman Capital's Schwab US Dividend Equity ETF position peaked at $437K in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on PYA Waltman Capital's 13F filing for Q1 2025, filed 1 May 2025.