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Whipplewood Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Whipplewood Advisors’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
-1,813
Closed -$1.73K – 1259
2025
Q1 		$1.73K Buy
1,813
+1,751
+2,824% +$48.8K ﹤0.01% 917
2024
Q4 		$1.69K Buy
+62
New +$1.76K ﹤0.01% 910

Other funds holding SCHD

LPL Financial
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whipplewood Advisors's SCHD Position: Q2 2025 in Review

Whipplewood Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 1,813 shares — an estimated $1.73K sold.

Whipplewood Advisors first reported a position in SCHD in Q4 2024 and held it in 2 quarters. The position peaked at $1.73K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Whipplewood Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 1,813 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $1.73K.
  • Whipplewood Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Schwab US Dividend Equity ETF position peaked at $1.73K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.