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

Washington Trust’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	-1,749	Closed	-$48.9K	–	626
2025 Q1	$48.9K	Sell	1,749 -85	-5%	-$2.37K	﹤0.01%	411
2024 Q4	$50.1K	Buy	1,834 +1,099	+150%	+$31.2K	﹤0.01%	440
2024 Q3	$20.7K	Hold	735	–	–	﹤0.01%	578
2024 Q2	$19.1K	Hold	735	–	–	﹤0.01%	588
2024 Q1	$19.8K	Sell	735 -90	-11%	-$2.33K	﹤0.01%	583
2023 Q4	$20.9K	Sell	825 -60	-7%	-$1.43K	﹤0.01%	551
2023 Q3	$20.9K	Hold	885	–	–	﹤0.01%	532
2023 Q2	$21.4K	Hold	885	–	–	﹤0.01%	555
2023 Q1	$21.6K	Hold	885	–	–	﹤0.01%	547
2022 Q4	$22.3K	Hold	885	–	–	﹤0.01%	537
2022 Q3	$20K	Sell	885 -15	-2%	-$364	﹤0.01%	546
2022 Q2	$21K	Hold	900	–	–	﹤0.01%	544
2022 Q1	$24K	Hold	900	–	–	﹤0.01%	542
2021 Q4	$24K	Sell	900 -1,410	-61%	-$36.6K	﹤0.01%	554
2021 Q3	$57K	Hold	2,310	–	–	﹤0.01%	499
2021 Q2	$59K	Hold	2,310	–	–	﹤0.01%	492
2021 Q1	$56K	Hold	2,310	–	–	﹤0.01%	481
2020 Q4	$49K	Hold	2,310	–	–	﹤0.01%	493
2020 Q3	$43K	Buy	2,310 +1,410	+157%	+$25.9K	﹤0.01%	471
2020 Q2	$15K	Hold	900	–	–	﹤0.01%	598
2020 Q1	$13K	Buy	+900	New	+$16.2K	﹤0.01%	629
2018 Q3	–	Sell	-900	Closed	-$15K	–	691
2018 Q2	$15K	Buy	+900	New	+$14.8K	﹤0.01%	622

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

Washington Trust's SCHD Position: Q2 2025 in Review

Washington Trust sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 1,749 shares — an estimated $48.9K sold.

Washington Trust first reported a position in SCHD in Q2 2018 and held it in 22 quarters. The position peaked at $59K in Q2 2021. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Washington Trust reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,749 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $48.9K.
Washington Trust first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's Schwab US Dividend Equity ETF position peaked at $59K in Q2 2021.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.