Dakota Community Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dakota Community Bank & Trust’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	-1,450	Closed	-$39.6K	–	118
2024 Q4	$39.6K	Buy	+1,450	New	+$41.2K	0.19%	84
2024 Q1	–	Sell	-552	Closed	-$13.5K	–	119
2023 Q4	$13.5K	Buy	+552	New	+$13.2K	0.08%	90
2023 Q2	–	Sell	-90	Closed	-$2.19K	–	143
2023 Q1	$2.19K	Sell	90 -2,280	-96%	-$57K	0.01%	109
2022 Q4	$60K	Sell	2,370 -1,230	-34%	-$30.4K	0.34%	77
2022 Q3	$80K	Buy	+3,600	New	+$87.5K	0.55%	65

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

Dakota Community Bank & Trust's SCHD Position: Q1 2025 in Review

Dakota Community Bank & Trust sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 1,450 shares — an estimated $39.6K sold.

Dakota Community Bank & Trust first reported a position in SCHD in Q3 2022 and held it in 5 quarters. The position peaked at $80K in Q3 2022. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Dakota Community Bank & Trust reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Dakota Community Bank & Trust sold 1,450 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $39.6K.
Dakota Community Bank & Trust first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 5 quarters.
Dakota Community Bank & Trust's Schwab US Dividend Equity ETF position peaked at $80K in Q3 2022.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Dakota Community Bank & Trust's 13F filing for Q1 2025, filed 9 Apr 2025.