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Signet Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Signet Financial 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
Q2 		– Sell
-8,525
Closed -$238K – 299
2025
Q1 		$238K Sell
8,525
-2,908
-25% -$81.1K 0.03% 259
2024
Q4 		$312K Sell
11,433
-999
-8% -$28.4K 0.04% 227
2024
Q3 		$350K Sell
12,432
-1,593
-11% -$43.4K 0.04% 213
2024
Q2 		$364K Sell
14,025
-1,995
-12% -$51.9K 0.05% 208
2024
Q1 		$431K Buy
16,020
+27
+0.2% +$698 0.06% 203
2023
Q4 		$406K Sell
15,993
-225
-1% -$5.36K 0.06% 206
2023
Q3 		$383K Sell
16,218
-1,671
-9% -$41K 0.06% 203
2023
Q2 		$433K Sell
17,889
-684
-4% -$16.3K 0.07% 202
2023
Q1 		$453K Sell
18,573
-1,803
-9% -$45.1K 0.08% 199
2022
Q4 		$513K Sell
20,376
-1,338
-6% -$33K 0.09% 183
2022
Q3 		$481K Buy
21,714
+1,563
+8% +$38K 0.09% 171
2022
Q2 		$481K Sell
20,151
-909
-4% -$23.1K 0.09% 173
2022
Q1 		$554K Sell
21,060
-312
-1% -$8.17K 0.09% 164
2021
Q4 		$576K Sell
21,372
-5,697
-21% -$148K 0.09% 162
2021
Q3 		$670K Buy
+27,069
New +$688K 0.12% 144
2021
Q2 		– Sell
-23,757
Closed -$577K – 212
2021
Q1 		$577K Buy
23,757
+1,251
+6% +$28.5K 0.11% 151
2020
Q4 		$481K Buy
22,506
+408
+2% +$8.27K 0.1% 166
2020
Q3 		$420K Sell
22,098
-597
-3% -$11K 0.09% 171
2020
Q2 		$431K Sell
22,695
-480
-2% -$8.11K 0.1% 162
2020
Q1 		$384K Buy
+23,175
New +$416K 0.09% 176

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

Signet Financial Management's SCHD Position: Q2 2025 in Review

Signet Financial Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 8,525 shares — an estimated $238K sold.

Signet Financial Management first reported a position in SCHD in Q1 2020 and held it in 20 quarters. The position peaked at $670K in Q3 2021. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Signet Financial Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Signet Financial Management sold 8,525 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $238K.
  • Signet Financial Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 20 quarters.
  • Signet Financial Management's Schwab US Dividend Equity ETF position peaked at $670K in Q3 2021.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Signet Financial Management's 13F filing for Q2 2025, filed 15 Jul 2025.