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BOS Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BOS Asset 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
Q1 		– Sell
-7,715
Closed -$211K – 168
2024
Q4 		$211K Sell
7,715
-1
-0% -$28 0.08% 157
2024
Q3 		$217K Buy
+7,716
New +$210K 0.08% 154

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Bank of America
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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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BOS Asset Management's SCHD Position: Q1 2025 in Review

BOS Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 7,715 shares — an estimated $211K sold.

BOS Asset Management first reported a position in SCHD in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • BOS Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • BOS Asset Management sold 7,715 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $211K.
  • BOS Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 2 quarters.
  • BOS Asset Management's Schwab US Dividend Equity ETF position peaked at $217K in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on BOS Asset Management's 13F filing for Q1 2025, filed 22 May 2025.