Coombe, Bender & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Coombe, Bender & Co’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 Q2	$782K	Sell	30,180 -204	-0.7%	-$5.31K	0.46%	42
2024 Q1	$817K	Sell	30,384 -1,785	-6%	-$46.1K	0.5%	41
2023 Q4	$816K	Sell	32,169 -4,272	-12%	-$102K	0.51%	44
2023 Q3	$860K	Buy	36,441 +81	+0.2%	+$1.99K	0.65%	40
2023 Q2	$880K	Buy	36,360 +3,264	+10%	+$78K	0.64%	39
2023 Q1	$807K	Buy	33,096 +429	+1%	+$10.7K	0.63%	42
2022 Q4	$823K	Sell	32,667 -216	-0.7%	-$5.33K	0.75%	40
2022 Q3	$728K	Buy	32,883 +195	+0.6%	+$4.74K	0.65%	44
2022 Q2	$781K	Buy	+32,688	New	+$832K	0.66%	43

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Coombe, Bender & Co's SCHD Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.67% in Q2 2024, selling an estimated $5.31K and leaving 30,180 shares worth $782K. The position accounts for 0.46% of the portfolio, ranked #42.

Coombe, Bender & Co first reported a position in SCHD in Q2 2022 and has held it in 9 quarters since. The position peaked at $880K in Q2 2023. 1,557 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Coombe, Bender & Co held 30,180 shares of Schwab US Dividend Equity ETF worth $782K as of Q2 2024.
Coombe, Bender & Co sold 204 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $5.31K.
Schwab US Dividend Equity ETF made up 0.46% of Coombe, Bender & Co's portfolio in Q2 2024, its #42 holding.
Coombe, Bender & Co first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Schwab US Dividend Equity ETF position peaked at $880K in Q2 2023.
1,557 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.