Tennessee Valley Asset Management Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tennessee Valley Asset Management Partners’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	-11,780	Closed	-$329K	–	154
2025 Q1	$329K	Buy	11,780 +2,341	+25%	+$65.3K	0.05%	127
2024 Q4	$258K	Buy	9,439 +1,057	+13%	+$30K	0.04%	135
2024 Q3	$236K	Buy	8,382 +324	+4%	+$8.83K	0.04%	146
2024 Q2	$209K	Buy	+8,058	New	+$210K	0.04%	146
2024 Q1	–	Sell	-3,744	Closed	-$95K	–	609
2023 Q4	$95K	Buy	+3,744	New	+$89.2K	0.01%	170

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WANY

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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

Tennessee Valley Asset Management Partners's SCHD Position: Q2 2025 in Review

Tennessee Valley Asset Management Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 11,780 shares — an estimated $329K sold.

Tennessee Valley Asset Management Partners first reported a position in SCHD in Q4 2023 and held it in 5 quarters. The position peaked at $329K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Tennessee Valley Asset Management Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 11,780 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $329K.
Tennessee Valley Asset Management Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 5 quarters.
Tennessee Valley Asset Management Partners's Schwab US Dividend Equity ETF position peaked at $329K in Q1 2025.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2025, filed 14 Aug 2025.