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

Trademark 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	-14,406	Closed	-$403K	–	95
2025 Q1	$403K	Sell	14,406 -537	-4%	-$15K	0.31%	58
2024 Q4	$408K	Buy	14,943 +3,387	+29%	+$96.3K	0.32%	61
2024 Q3	$326K	Sell	11,556 -1,197	-9%	-$32.6K	0.26%	69
2024 Q2	$331K	Sell	12,753 -48,003	-79%	-$1.25M	0.27%	68
2024 Q1	$1.63M	Sell	60,756 -4,005	-6%	-$103K	1.35%	18
2023 Q4	$1.64M	Buy	+64,761	New	+$1.54M	1.21%	16

Other funds holding SCHD

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 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

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

Trademark Financial Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 14,406 shares — an estimated $403K sold.

Trademark Financial Management first reported a position in SCHD in Q4 2023 and held it in 6 quarters. The position peaked at $1.64M in Q4 2023. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Trademark Financial Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Trademark Financial Management sold 14,406 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $403K.
Trademark Financial Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 6 quarters.
Trademark Financial Management's Schwab US Dividend Equity ETF position peaked at $1.64M in Q4 2023.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Trademark Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.