Wooster Corthell Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wooster Corthell Wealth Management’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	$793K	Buy	29,927 +3,315	+12%	+$86.6K	0.15%	50
2025 Q1	$744K	Buy	26,612 +6,610	+33%	+$184K	0.15%	49
2024 Q4	$546K	Buy	+20,002	New	+$569K	0.12%	48
2020 Q3	–	Sell	-13,326	Closed	-$230K	–	50
2020 Q2	$230K	Hold	13,326	–	–	0.08%	44
2020 Q1	$200K	Buy	+13,326	New	+$239K	0.08%	45

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

Wooster Corthell Wealth Management's SCHD Position: Q2 2025 in Review

Wooster Corthell Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q2 2025, buying an estimated $86.6K and bringing the position to 29,927 shares worth $793K. The position accounts for 0.15% of the portfolio, ranked #50.

Wooster Corthell Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 5 quarters since. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Wooster Corthell Wealth Management held 29,927 shares of Schwab US Dividend Equity ETF worth $793K as of Q2 2025.
Wooster Corthell Wealth Management bought 3,315 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $86.6K.
Schwab US Dividend Equity ETF made up 0.15% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #50 holding.
Wooster Corthell Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 5 quarters since.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.