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Dana Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dana Investment Advisors’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
Q3 		– Sell
-9,032
Closed -$239K – 574
2025
Q2 		$239K Sell
9,032
-7,747
-46% -$202K 0.01% 519
2025
Q1 		$469K Buy
16,779
+7,246
+76% +$202K 0.02% 451
2024
Q4 		$260K Buy
9,533
+2,066
+28% +$58.7K 0.01% 511
2024
Q3 		$210K Buy
+7,467
New +$203K 0.01% 523
2024
Q1 		– Sell
-10,554
Closed -$268K – 555
2023
Q4 		$268K Sell
10,554
-3,000
-22% -$71.5K 0.01% 386
2023
Q3 		$320K Sell
13,554
-888
-6% -$21.8K 0.02% 356
2023
Q2 		$350K Sell
14,442
-31,998
-69% -$765K 0.02% 351
2023
Q1 		$1.13M Sell
46,440
-82,485
-64% -$2.06M 0.06% 220
2022
Q4 		$3.25M Buy
128,925
+28,149
+28% +$695K 0.17% 110
2022
Q3 		$2.23M Buy
100,776
+516
+0.5% +$12.5K 0.13% 124
2022
Q2 		$2.39M Buy
100,260
+22,974
+30% +$584K 0.12% 121
2022
Q1 		$2.03M Buy
+77,286
New +$2.02M 0.09% 126

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dana Investment Advisors's SCHD Position: Q3 2025 in Review

Dana Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 9,032 shares — an estimated $239K sold.

Dana Investment Advisors first reported a position in SCHD in Q1 2022 and held it in 12 quarters. The position peaked at $3.25M in Q4 2022. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Dana Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 9,032 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $239K.
  • Dana Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 12 quarters.
  • Dana Investment Advisors's Schwab US Dividend Equity ETF position peaked at $3.25M in Q4 2022.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Dana Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.