ZI
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ZEGA Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

ZEGA Investments’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
-38,732
Closed -$1.08M – 156
2025
Q1 		$1.08M Buy
+38,732
New +$1.08M 0.17% 73

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

ZEGA Investments's SCHD Position: Q2 2025 in Review

ZEGA Investments sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 38,732 shares — an estimated $1.08M sold.

ZEGA Investments first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $1.08M in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • ZEGA Investments reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • ZEGA Investments sold 38,732 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $1.08M.
  • ZEGA Investments first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • ZEGA Investments's Schwab US Dividend Equity ETF position peaked at $1.08M in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on ZEGA Investments's 13F filing for Q2 2025, filed 6 Aug 2025.