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

WT 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 Q1	–	Sell	-74,239	Closed	-$2.03M	–	136
2024 Q4	$2.03M	Sell	74,239 -149,888	-67%	-$4.26M	0.64%	53
2024 Q3	$2.15M	Buy	224,127 +147,831	+194%	+$4.03M	0.69%	49
2024 Q2	$2M	Buy	76,296 +21,462	+39%	+$559K	0.68%	49
2024 Q1	$1.47M	Buy	54,834 +744	+1%	+$19.2K	0.53%	59
2023 Q4	$1.37M	Buy	54,090 +150	+0.3%	+$3.58K	0.54%	54
2023 Q3	$1.27M	Sell	53,940 -19,899	-27%	-$488K	0.55%	51
2023 Q2	$1.79M	Sell	73,839 -59,175	-44%	-$1.41M	0.74%	32
2023 Q1	$3.24M	Buy	133,014 +2,517	+2%	+$62.9K	1.4%	18
2022 Q4	$3.29M	Buy	130,497 +88,479	+211%	+$2.18M	1.6%	18
2022 Q3	$930K	Buy	+42,018	New	+$1.02M	0.47%	66
2022 Q1	–	Sell	-7,578	Closed	-$204K	–	123
2021 Q4	$204K	Buy	+7,578	New	+$197K	0.07%	121
2020 Q3	–	Sell	-24,351	Closed	-$420K	–	109
2020 Q2	$420K	Sell	24,351 -8,775	-26%	-$148K	0.34%	60
2020 Q1	$496K	Sell	33,126 -7,395	-18%	-$133K	0.52%	43
2019 Q4	$782K	Sell	40,521 -1,509	-4%	-$28.3K	0.59%	37
2019 Q3	$767K	Buy	+42,030	New	+$752K	0.67%	34

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WT Wealth Management's SCHD Position: Q1 2025 in Review

WT Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 74,239 shares — an estimated $2.03M sold.

WT Wealth Management first reported a position in SCHD in Q3 2019 and held it in 15 quarters. The position peaked at $3.29M in Q4 2022. 1,814 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

WT Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
WT Wealth Management sold 74,239 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $2.03M.
WT Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 15 quarters.
WT Wealth Management's Schwab US Dividend Equity ETF position peaked at $3.29M in Q4 2022.
1,814 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on WT Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.