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Cassady Schiller Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$36.9K Hold
1,350
– – 0.01% 231
2024
Q3 		$38K Buy
+1,350
New +$36.8K 0.01% 225

Other funds holding SCHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassady Schiller Wealth Management's SCHD Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q4 2024 at 1,350 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #231.

Cassady Schiller Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 2 quarters since. The position peaked at $38K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,350 shares of Schwab US Dividend Equity ETF worth $36.9K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q4 2024.
  • Schwab US Dividend Equity ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #231 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Schwab US Dividend Equity ETF position peaked at $38K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.