CBC
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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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return