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Vaughan Nelson Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vaughan Nelson Investment 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
-1,485
Closed -$39.4K – 218
2025
Q2 		$39.4K Buy
+1,485
New +$38.8K ﹤0.01% 193

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SLI
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WANY
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vaughan Nelson Investment Management's SCHD Position: Q3 2025 in Review

Vaughan Nelson Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 1,485 shares — an estimated $39.4K sold.

Vaughan Nelson Investment Management first reported a position in SCHD in Q2 2025 and held it in 1 quarter. The position peaked at $39.4K in Q2 2025. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Vaughan Nelson Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 1,485 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $39.4K.
  • Vaughan Nelson Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 1 quarter.
  • Vaughan Nelson Investment Management's Schwab US Dividend Equity ETF position peaked at $39.4K in Q2 2025.
  • 1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2025, filed 22 Oct 2025.