Scott Marsh Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Scott Marsh Financial’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	$296K	Buy	+11,168	New	+$292K	0.11%	200

Other funds holding SCHD

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Scott Marsh Financial's SCHD Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2025: 11,168 shares worth $296K. The stake represents 0.11% of the portfolio and ranks #200 among its holdings.

1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Scott Marsh Financial held 11,168 shares of Schwab US Dividend Equity ETF worth $296K as of Q2 2025.
Schwab US Dividend Equity ETF was a new Scott Marsh Financial position in Q2 2025.
Schwab US Dividend Equity ETF made up 0.11% of Scott Marsh Financial's portfolio in Q2 2025, its #200 holding.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.