Wade Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wade Financial Advisory’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 Q1	$345K	Hold	12,333	–	–	0.12%	59
2024 Q4	$337K	Buy	+12,333	New	+$351K	0.11%	60

Other funds holding SCHD

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wade Financial Advisory's SCHD Position: Q1 2025 in Review

Wade Financial Advisory held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2025 at 12,333 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #59.

Wade Financial Advisory first reported a position in SCHD in Q4 2024 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Wade Financial Advisory held 12,333 shares of Schwab US Dividend Equity ETF worth $345K as of Q1 2025.
Wade Financial Advisory left its Schwab US Dividend Equity ETF share count unchanged in Q1 2025.
Schwab US Dividend Equity ETF made up 0.12% of Wade Financial Advisory's portfolio in Q1 2025, its #59 holding.
Wade Financial Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 2 quarters since.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.