Bray Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bray Capital 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	$4.45K	Sell	163 -110	-40%	-$3.13K	﹤0.01%	241
2024 Q3	$7.69K	Buy	273 +3	+1%	+$82	﹤0.01%	234
2024 Q2	$7.02K	Hold	270	–	–	﹤0.01%	232
2024 Q1	$7.28K	Buy	270 +78	+41%	+$2.02K	﹤0.01%	238
2023 Q4	$4.87K	Buy	192 +27	+16%	+$643	﹤0.01%	242
2023 Q3	$3.89K	Hold	165	–	–	﹤0.01%	245
2023 Q2	$3.99K	Hold	165	–	–	﹤0.01%	249
2023 Q1	$4.02K	Buy	+165	New	+$4.13K	﹤0.01%	254

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

Bray Capital Advisors's SCHD Position: Q4 2024 in Review

Bray Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q4 2024, selling an estimated $3.13K and leaving 163 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Bray Capital Advisors first reported a position in SCHD in Q1 2023 and has held it in 8 quarters since. The position peaked at $7.69K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Bray Capital Advisors held 163 shares of Schwab US Dividend Equity ETF worth $4.45K as of Q4 2024.
Bray Capital Advisors sold 110 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $3.13K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #241 holding.
Bray Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 8 quarters since.
Bray Capital Advisors's Schwab US Dividend Equity ETF position peaked at $7.69K in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.