WP
SCHD icon

WMS Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WMS Partners’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 		– Sell
-19,459
Closed -$532K – 222
2024
Q4 		$532K Sell
19,459
-677
-3% -$19.2K 0.03% 174
2024
Q3 		$567K Buy
20,136
+7,944
+65% +$216K 0.03% 161
2024
Q2 		$316K Sell
12,192
-804
-6% -$20.9K 0.02% 195
2024
Q1 		$349K Buy
12,996
+21
+0.2% +$543 0.02% 206
2023
Q4 		$329K Sell
12,975
-5,685
-30% -$135K 0.02% 196
2023
Q3 		$440K Sell
18,660
-1,383
-7% -$33.9K 0.03% 164
2023
Q2 		$485K Buy
20,043
+111
+0.6% +$2.65K 0.04% 165
2023
Q1 		$486K Buy
19,932
+189
+1% +$4.72K 0.04% 155
2022
Q4 		$497K Buy
19,743
+4,248
+27% +$105K 0.05% 152
2022
Q3 		$343K Buy
15,495
+24
+0.2% +$583 0.05% 178
2022
Q2 		$369K Sell
15,471
-576
-4% -$14.7K 0.06% 166
2022
Q1 		$422K Buy
16,047
+615
+4% +$16.1K 0.06% 152
2021
Q4 		$416K Sell
15,432
-1,383
-8% -$35.9K 0.09% 135
2021
Q3 		$416K Sell
16,815
-7,185
-30% -$183K 0.06% 169
2021
Q2 		$605K Buy
24,000
+861
+4% +$21.7K 0.09% 123
2021
Q1 		$562K Sell
23,139
-156
-0.7% -$3.55K 0.13% 113
2020
Q4 		$498K Sell
23,295
-2,847
-11% -$57.7K 0.09% 128
2020
Q3 		$482K Buy
26,142
+60
+0.2% +$1.1K 0.09% 120
2020
Q2 		$450K Buy
26,082
+51
+0.2% +$861 0.09% 119
2020
Q1 		$390K Buy
26,031
+3,972
+18% +$71.3K 0.11% 110
2019
Q4 		$426K Buy
22,059
+438
+2% +$8.21K 0.1% 143
2019
Q3 		$395K Buy
21,621
+750
+4% +$13.4K 0.09% 142
2019
Q2 		$369K Hold
20,871
– – 0.09% 139
2019
Q1 		$364K Buy
20,871
+2,595
+14% +$43.6K 0.09% 133
2018
Q4 		$286K Buy
18,276
+303
+2% +$5.05K 0.08% 142
2018
Q3 		$318K Buy
17,973
+1,707
+10% +$29.5K 0.04% 158
2018
Q2 		$267K Buy
16,266
+2,475
+18% +$40.7K 0.03% 175
2018
Q1 		$225K Buy
+13,791
New +$235K 0.03% 200

Other funds holding SCHD

LPL Financial
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
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WMS Partners's SCHD Position: Q1 2025 in Review

WMS Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 19,459 shares — an estimated $532K sold.

WMS Partners first reported a position in SCHD in Q1 2018 and held it in 28 quarters. The position peaked at $605K in Q2 2021. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • WMS Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 19,459 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $532K.
  • WMS Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 28 quarters.
  • WMS Partners's Schwab US Dividend Equity ETF position peaked at $605K in Q2 2021.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.