Smith Anglin Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
WANY
AAS
Smith Anglin Financial's SCHD Position: Q2 2025 in Review
Smith Anglin Financial reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q2 2025, selling an estimated $106K and leaving 123,593 shares worth $3.28M. The position accounts for 0.3% of the portfolio, ranked #35.
Smith Anglin Financial first reported a position in SCHD in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.67M in Q1 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.
- Smith Anglin Financial held 123,593 shares of Schwab US Dividend Equity ETF worth $3.28M as of Q2 2025.
- Smith Anglin Financial sold 4,070 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $106K.
- Schwab US Dividend Equity ETF made up 0.3% of Smith Anglin Financial's portfolio in Q2 2025, its #35 holding.
- Smith Anglin Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 19 quarters since.
- Smith Anglin Financial's Schwab US Dividend Equity ETF position peaked at $3.67M in Q1 2024.
- 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.
Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.