Security National Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
WANY
AAS
Security National Bank's SCHD Position: Q2 2025 in Review
Security National Bank sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 152 shares — an estimated $4.25K sold.
Security National Bank first reported a position in SCHD in Q4 2023 and held it in 6 quarters. The position peaked at $23.9K in Q1 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.
- Security National Bank reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
- Security National Bank sold 152 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $4.25K.
- Security National Bank first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 6 quarters.
- Security National Bank's Schwab US Dividend Equity ETF position peaked at $23.9K in Q1 2024.
- 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.
Based on Security National Bank's 13F filing for Q2 2025, filed 10 Jul 2025.