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

Scissortail 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 Q1	–	Sell	-168,033	Closed	-$4.59M	–	124
2024 Q4	$4.59M	Buy	168,033 +167,559	+35,350%	+$4.76M	1.18%	28
2024 Q3	$5.71M	Sell	474 -204,945	-100%	-$5.58M	1.38%	23
2024 Q2	$5.32M	Buy	205,419 +1,992	+1%	+$51.9K	1.36%	24
2024 Q1	$5.47M	Buy	+203,427	New	+$5.26M	1.44%	24
2022 Q4	–	Sell	-122,910	Closed	-$2.98M	–	160
2022 Q3	$2.98M	Buy	+122,910	New	+$2.99M	1.55%	21

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Scissortail Wealth Management's SCHD Position: Q1 2025 in Review

Scissortail Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 168,033 shares — an estimated $4.59M sold.

Scissortail Wealth Management first reported a position in SCHD in Q3 2022 and held it in 5 quarters. The position peaked at $5.71M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Scissortail Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Scissortail Wealth Management sold 168,033 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $4.59M.
Scissortail Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 5 quarters.
Scissortail Wealth Management's Schwab US Dividend Equity ETF position peaked at $5.71M in Q3 2024.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Scissortail Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.