Towneley Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Towneley Capital 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 Q3	–	Sell	-676,651	Closed	-$17.9M	–	39
2025 Q2	$17.9M	Sell	676,651 -55,880	-8%	-$1.46M	4.11%	8
2025 Q1	$20.5M	Buy	732,531 +20,543	+3%	+$573K	4.79%	7
2024 Q4	$19.5M	Buy	711,988 +17,542	+3%	+$499K	4.62%	6
2024 Q3	$19.6M	Buy	694,446 +4,332	+0.6%	+$118K	4.43%	7
2024 Q2	$17.9M	Buy	690,114 +72,603	+12%	+$1.89M	4.2%	8
2024 Q1	$16.6M	Buy	617,511 +6,486	+1%	+$168K	4.08%	10
2023 Q4	$15.5M	Buy	+611,025	New	+$14.6M	3.97%	10

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Towneley Capital Management's SCHD Position: Q3 2025 in Review

Towneley Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 676,651 shares — an estimated $17.9M sold.

Towneley Capital Management first reported a position in SCHD in Q4 2023 and held it in 7 quarters. The position peaked at $20.5M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Towneley Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Towneley Capital Management sold 676,651 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $17.9M.
Towneley Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 7 quarters.
Towneley Capital Management's Schwab US Dividend Equity ETF position peaked at $20.5M in Q1 2025.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Towneley Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.