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Savoie Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Savoie 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
Q2 		$3.55M Hold
133,800
– – 0.44% 35
2025
Q1 		$3.66M Hold
133,800
– – 0.44% 34
2024
Q4 		$3.66M Hold
133,800
– – 0.44% 34
2024
Q3 		$3.77M Hold
133,800
– – 0.46% 36
2024
Q2 		$3.47M Hold
133,800
– – 0.45% 36
2024
Q1 		$3.6M Buy
+133,800
New +$3.46M 0.5% 38

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

Savoie Capital's SCHD Position: Q2 2025 in Review

Savoie Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2025 at 133,800 shares worth $3.55M. The position accounts for 0.44% of the portfolio, ranked #35.

Savoie Capital first reported a position in SCHD in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.77M in Q3 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Savoie Capital held 133,800 shares of Schwab US Dividend Equity ETF worth $3.55M as of Q2 2025.
  • Savoie Capital left its Schwab US Dividend Equity ETF share count unchanged in Q2 2025.
  • Schwab US Dividend Equity ETF made up 0.44% of Savoie Capital's portfolio in Q2 2025, its #35 holding.
  • Savoie Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 6 quarters since.
  • Savoie Capital's Schwab US Dividend Equity ETF position peaked at $3.77M in Q3 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.