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

Shira Ridge 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	-7,549	Closed	-$206K	–	80
2024 Q4	$206K	Buy	+7,549	New	+$215K	0.1%	76
2023 Q3	–	Sell	-8,418	Closed	-$204K	–	70
2023 Q2	$204K	Buy	+8,418	New	+$201K	0.13%	65

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Shira Ridge Wealth Management's SCHD Position: Q1 2025 in Review

Shira Ridge Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 7,549 shares — an estimated $206K sold.

Shira Ridge Wealth Management first reported a position in SCHD in Q2 2023 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 1,814 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Shira Ridge Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 7,549 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $206K.
Shira Ridge Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 2 quarters.
Shira Ridge Wealth Management's Schwab US Dividend Equity ETF position peaked at $206K in Q4 2024.
1,814 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.