Ciovacco Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ciovacco Capital 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	–	Sell	-8,175	Closed	-$230K	–	23
2024 Q3	$230K	Buy	+8,175	New	+$223K	0.13%	26
2023 Q1	–	Sell	-69,801	Closed	-$1.76M	–	24
2022 Q4	$1.76M	Sell	69,801 -393	-0.6%	-$9.7K	9.09%	5
2022 Q3	$1.55M	Sell	70,194 -3,684	-5%	-$89.5K	7.57%	6
2022 Q2	$1.76M	Buy	73,878 +54,537	+282%	+$1.39M	5.19%	9
2022 Q1	$509K	Buy	19,341 +3,504	+22%	+$91.8K	0.45%	14
2021 Q4	$427K	Sell	15,837 -117	-0.7%	-$3.04K	0.26%	21
2021 Q3	$395K	Sell	15,954 -46,593	-74%	-$1.18M	0.27%	23
2021 Q2	$1.58M	Buy	+62,547	New	+$1.58M	1.13%	17

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

Ciovacco Capital Management's SCHD Position: Q4 2024 in Review

Ciovacco Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 8,175 shares — an estimated $230K sold.

Ciovacco Capital Management first reported a position in SCHD in Q2 2021 and held it in 8 quarters. The position peaked at $1.76M in Q2 2022. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Ciovacco Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
Ciovacco Capital Management sold 8,175 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $230K.
Ciovacco Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 8 quarters.
Ciovacco Capital Management's Schwab US Dividend Equity ETF position peaked at $1.76M in Q2 2022.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Ciovacco Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.