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

Wayfinding Financial’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
-2,636
Closed -$73K – 596
2025
Q1 		$73K Buy
+2,636
New +$73.5K 0.03% 283

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Bank of America
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AAS
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wayfinding Financial's SCHD Position: Q2 2025 in Review

Wayfinding Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 2,636 shares — an estimated $73K sold.

Wayfinding Financial first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $73K in Q1 2025. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Wayfinding Financial reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 2,636 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $73K.
  • Wayfinding Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Schwab US Dividend Equity ETF position peaked at $73K in Q1 2025.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.