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AHL Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

AHL Investment 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
Q3 		$3.56M Sell
130,497
-2,286
-2% -$62.4K 2.44% 14
2025
Q2 		$3.52M Sell
132,783
-1,829
-1% -$47.8K 2.35% 15
2025
Q1 		$3.76M Sell
134,612
-506
-0.4% -$14.1K 2.59% 13
2024
Q4 		$3.69M Sell
135,118
-284
-0.2% -$8.07K 2.58% 12
2024
Q3 		$3.82M Buy
135,402
+231
+0.2% +$6.29K 2.63% 12
2024
Q2 		$3.5M Buy
135,171
+12,285
+10% +$320K 2.57% 12
2024
Q1 		$3.3M Sell
122,886
-132
-0.1% -$3.41K 2.53% 12
2023
Q4 		$3.12M Buy
123,018
+55,548
+82% +$1.32M 2.56% 14
2023
Q3 		$1.59M Sell
67,470
-9
-0% -$221 1.42% 29
2023
Q2 		$1.63M Buy
67,479
+1,893
+3% +$45.2K 1.45% 30
2023
Q1 		$1.6M Buy
65,586
+3,918
+6% +$98K 1.47% 29
2022
Q4 		$1.55M Sell
61,668
-2,181
-3% -$53.8K 1.44% 28
2022
Q3 		$1.41M Sell
63,849
-906
-1% -$22K 1.45% 29
2022
Q2 		$1.55M Sell
64,755
-60
-0.1% -$1.53K 1.56% 28
2022
Q1 		$1.7M Sell
64,815
-2,118
-3% -$55.5K 1.56% 26
2021
Q4 		$1.8M Buy
+66,933
New +$1.74M 1.65% 21

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AHL Investment Management's SCHD Position: Q3 2025 in Review

AHL Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q3 2025, selling an estimated $62.4K and leaving 130,497 shares worth $3.56M. The position accounts for 2.44% of the portfolio, ranked #14.

AHL Investment Management first reported a position in SCHD in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.82M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • AHL Investment Management held 130,497 shares of Schwab US Dividend Equity ETF worth $3.56M as of Q3 2025.
  • AHL Investment Management sold 2,286 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $62.4K.
  • Schwab US Dividend Equity ETF made up 2.44% of AHL Investment Management's portfolio in Q3 2025, its #14 holding.
  • AHL Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Schwab US Dividend Equity ETF position peaked at $3.82M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.