Washington Trust Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Washington Trust Bank’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	-14,106	Closed	-$374K	–	207
2025 Q2	$374K	Buy	+14,106	New	+$368K	0.03%	160
2019 Q1	–	Sell	-129	Closed	-$2K	–	629
2018 Q4	$2K	Buy	+129	New	+$2.15K	﹤0.01%	573

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Washington Trust Bank's SCHD Position: Q3 2025 in Review

Washington Trust Bank sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 14,106 shares — an estimated $374K sold.

Washington Trust Bank first reported a position in SCHD in Q4 2018 and held it in 2 quarters. The position peaked at $374K in Q2 2025. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Washington Trust Bank reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
Washington Trust Bank sold 14,106 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $374K.
Washington Trust Bank first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 2 quarters.
Washington Trust Bank's Schwab US Dividend Equity ETF position peaked at $374K in Q2 2025.
1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Washington Trust Bank's 13F filing for Q3 2025, filed 24 Oct 2025.