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

Adero 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	$257K	Hold	9,204	–	–	0.02%	204
2024 Q4	$251K	Sell	9,204 -177	-2%	-$5.03K	0.02%	197
2024 Q3	$264K	Buy	+9,381	New	+$256K	0.02%	185
2024 Q2	–	Sell	-7,449	Closed	-$200K	–	226
2024 Q1	$200K	Buy	+7,449	New	+$192K	0.02%	188
2023 Q3	–	Sell	-16,746	Closed	-$405K	–	185
2023 Q2	$405K	Buy	16,746 +900	+6%	+$21.5K	0.04%	114
2023 Q1	$386K	Buy	15,846 +210	+1%	+$5.25K	0.04%	115
2022 Q4	$394K	Buy	15,636 +4,416	+39%	+$109K	0.05%	110
2022 Q3	$267K	Sell	11,220 -3,513	-24%	-$85.3K	0.03%	127
2022 Q2	$350K	Hold	14,733	–	–	0.05%	105
2022 Q1	$387K	Sell	14,733 -1,314	-8%	-$34.4K	0.06%	108
2021 Q4	$432K	Hold	16,047	–	–	0.07%	111
2021 Q3	$397K	Buy	16,047 +42	+0.3%	+$1.07K	0.07%	104
2021 Q2	$403K	Buy	16,005 +4,911	+44%	+$124K	0.09%	96
2021 Q1	$270K	Hold	11,094	–	–	0.12%	100
2020 Q4	$237K	Hold	11,094	–	–	0.2%	67
2020 Q3	$204K	Buy	+11,094	New	+$204K	0.16%	82
2020 Q1	–	Sell	-11,094	Closed	-$214K	–	84
2019 Q4	$214K	Buy	+11,094	New	+$208K	0.24%	70

Other funds holding SCHD

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 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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Adero Partners's SCHD Position: Q1 2025 in Review

Adero Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2025 at 9,204 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #204.

Adero Partners first reported a position in SCHD in Q4 2019 and has held it in 17 quarters since. The position peaked at $432K in Q4 2021. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Adero Partners held 9,204 shares of Schwab US Dividend Equity ETF worth $257K as of Q1 2025.
Adero Partners left its Schwab US Dividend Equity ETF share count unchanged in Q1 2025.
Schwab US Dividend Equity ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #204 holding.
Adero Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 17 quarters since.
Adero Partners's Schwab US Dividend Equity ETF position peaked at $432K in Q4 2021.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.