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RWQ Financial Management Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RWQ Financial Management Services’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
-35,430
Closed -$991K – 28
2025
Q1 		$991K Buy
+35,430
New +$988K 0.66% 16

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AAS
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Morgan Stanley
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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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RWQ Financial Management Services's SCHD Position: Q2 2025 in Review

RWQ Financial Management Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 35,430 shares — an estimated $991K sold.

RWQ Financial Management Services first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $991K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • RWQ Financial Management Services reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • RWQ Financial Management Services sold 35,430 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $991K.
  • RWQ Financial Management Services first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • RWQ Financial Management Services's Schwab US Dividend Equity ETF position peaked at $991K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on RWQ Financial Management Services's 13F filing for Q2 2025, filed 29 Jul 2025.