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

Commons Capital’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	-18,528	Closed	-$506K	–	116
2024 Q4	$506K	Buy	18,528 +21	+0.1%	+$597	0.46%	50
2024 Q3	$521K	Buy	18,507 +45	+0.2%	+$1.23K	0.57%	34
2024 Q2	$479K	Hold	18,462	–	–	0.58%	31
2024 Q1	$496K	Buy	18,462 +1,617	+10%	+$41.8K	0.72%	29
2023 Q4	$427K	Buy	16,845 +6	+0%	+$143	0.67%	31
2023 Q3	$397K	Buy	16,839 +6	+0%	+$147	0.69%	34
2023 Q2	$407K	Buy	16,833 +6	+0%	+$143	0.61%	38
2023 Q1	$410K	Buy	16,827 +3	+0%	+$75	0.66%	38
2022 Q4	$424K	Buy	16,824 +6	+0%	+$148	0.7%	36
2022 Q3	$372K	Buy	16,818 +6	+0%	+$146	0.59%	45
2022 Q2	$401K	Buy	16,812 +6	+0%	+$153	0.61%	49
2022 Q1	$442K	Buy	16,806 +6	+0%	+$157	0.48%	52
2021 Q4	$453K	Buy	+16,800	New	+$436K	0.45%	55

Other funds holding SCHD

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commons Capital's SCHD Position: Q1 2025 in Review

Commons Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 18,528 shares — an estimated $506K sold.

Commons Capital first reported a position in SCHD in Q4 2021 and held it in 13 quarters. The position peaked at $521K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Commons Capital reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Commons Capital sold 18,528 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $506K.
Commons Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 13 quarters.
Commons Capital's Schwab US Dividend Equity ETF position peaked at $521K in Q3 2024.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Commons Capital's 13F filing for Q1 2025, filed 12 May 2025.