CGF
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Constant Guidance Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Constant Guidance Financial’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
-301,023
Closed -$8.48M – 44
2024
Q3 		$8.48M Buy
301,023
+273,207
+982% +$7.44M 6.94% 5
2024
Q2 		$456K Hold
27,816
– – 0.47% 22
2024
Q1 		$731K Buy
+27,816
New +$719K 0.67% 32

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

Constant Guidance Financial's SCHD Position: Q4 2024 in Review

Constant Guidance Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 301,023 shares — an estimated $8.48M sold.

Constant Guidance Financial first reported a position in SCHD in Q1 2024 and held it in 3 quarters. The position peaked at $8.48M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Constant Guidance Financial reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Constant Guidance Financial sold 301,023 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $8.48M.
  • Constant Guidance Financial first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 3 quarters.
  • Constant Guidance Financial's Schwab US Dividend Equity ETF position peaked at $8.48M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Constant Guidance Financial's 13F filing for Q4 2024, filed 30 Jan 2025.