Atlas Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atlas Financial Advisors’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 Q4	$523K	Buy	19,139 +2,786	+17%	+$79.2K	0.82%	21
2024 Q3	$461K	Buy	16,353 +3,240	+25%	+$88.3K	0.73%	22
2024 Q2	$340K	Buy	13,113 +288	+2%	+$7.5K	0.56%	23
2024 Q1	$345K	Buy	12,825 +1,599	+14%	+$41.3K	0.54%	23
2023 Q4	$285K	Sell	11,226 -8,502	-43%	-$203K	0.47%	21
2023 Q3	$465K	Buy	19,728 +10,725	+119%	+$263K	0.36%	23
2023 Q2	$218K	Buy	9,003 +162	+2%	+$3.87K	0.31%	26
2023 Q1	$216K	Buy	+8,841	New	+$221K	0.29%	22
2022 Q3	–	Sell	-184,722	Closed	-$4.41M	–	21
2022 Q2	$4.41M	Buy	184,722 +4,749	+3%	+$121K	5.04%	6
2022 Q1	$4.73M	Buy	+179,973	New	+$4.71M	4.76%	7

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Financial Advisors's SCHD Position: Q4 2024 in Review

Atlas Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q4 2024, buying an estimated $79.2K and bringing the position to 19,139 shares worth $523K. The position accounts for 0.82% of the portfolio, ranked #21.

Atlas Financial Advisors first reported a position in SCHD in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.73M in Q1 2022. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Atlas Financial Advisors held 19,139 shares of Schwab US Dividend Equity ETF worth $523K as of Q4 2024.
Atlas Financial Advisors bought 2,786 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $79.2K.
Schwab US Dividend Equity ETF made up 0.82% of Atlas Financial Advisors's portfolio in Q4 2024, its #21 holding.
Atlas Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 10 quarters since.
Atlas Financial Advisors's Schwab US Dividend Equity ETF position peaked at $4.73M in Q1 2022.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.