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TFG Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TFG Advisers’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 		$484K Buy
18,261
+2,711
+17% +$70.8K 0.17% 138
2025
Q1 		$435K Buy
15,550
+2,160
+16% +$60.2K 0.16% 143
2024
Q4 		$366K Buy
13,390
+1,666
+14% +$47.4K 0.13% 153
2024
Q3 		$330K Buy
11,724
+525
+5% +$14.3K 0.12% 159
2024
Q2 		$290K Buy
11,199
+2,334
+26% +$60.8K 0.11% 161
2024
Q1 		$238K Buy
+8,865
New +$229K 0.09% 186

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

TFG Advisers's SCHD Position: Q2 2025 in Review

TFG Advisers increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q2 2025, buying an estimated $70.8K and bringing the position to 18,261 shares worth $484K. The position accounts for 0.17% of the portfolio, ranked #138.

TFG Advisers first reported a position in SCHD in Q1 2024 and has held it in 6 quarters since. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • TFG Advisers held 18,261 shares of Schwab US Dividend Equity ETF worth $484K as of Q2 2025.
  • TFG Advisers bought 2,711 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $70.8K.
  • Schwab US Dividend Equity ETF made up 0.17% of TFG Advisers's portfolio in Q2 2025, its #138 holding.
  • TFG Advisers first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.