American State Bank (Iowa)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-1,167	Closed	-$29.6K	–	279
2023 Q4	$29.6K	Hold	1,167	–	–	0.02%	226
2023 Q3	$27.5K	Buy	1,167 +168	+17%	+$4.12K	0.02%	225
2023 Q2	$24.2K	Hold	999	–	–	0.02%	234
2023 Q1	$24.4K	Buy	999 +255	+34%	+$6.38K	0.02%	234
2022 Q4	$18.7K	Buy	744 +105	+16%	+$2.59K	0.01%	240
2022 Q3	$14.2K	Hold	639	–	–	0.01%	244
2022 Q2	$15.3K	Hold	639	–	–	0.01%	238
2022 Q1	$16.8K	Hold	639	–	–	0.01%	236
2021 Q4	$17.2K	Hold	639	–	–	0.01%	235
2021 Q3	$15.8K	Hold	639	–	–	0.01%	236
2021 Q2	$16.1K	Hold	639	–	–	0.01%	241
2021 Q1	$15.5K	Buy	+639	New	+$14.5K	0.01%	238

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American State Bank (Iowa)'s SCHD Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 1,167 shares — an estimated $29.6K sold.

American State Bank (Iowa) first reported a position in SCHD in Q1 2021 and held it in 12 quarters. The position peaked at $29.6K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

American State Bank (Iowa) reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,167 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $29.6K.
American State Bank (Iowa) first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 12 quarters.
American State Bank (Iowa)'s Schwab US Dividend Equity ETF position peaked at $29.6K in Q4 2023.
1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.