Tyler-Stone Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tyler-Stone Wealth Management's SCHD Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 9% in Q2 2025, buying an estimated $240K and bringing the position to 111,076 shares worth $2.94M. The position accounts for 0.47% of the portfolio, ranked #47.

Tyler-Stone Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 14 quarters since. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

• Tyler-Stone Wealth Management held 111,076 shares of Schwab US Dividend Equity ETF worth $2.94M as of Q2 2025.
• Tyler-Stone Wealth Management bought 9,194 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $240K.
• Schwab US Dividend Equity ETF made up 0.47% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #47 holding.
• Tyler-Stone Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 14 quarters since.
• 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.