Dechtman Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dechtman Wealth Management’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	$1.52M	Buy	55,540 +517	+0.9%	+$14.7K	0.29%	18
2024 Q3	$1.55M	Buy	55,023 +1,062	+2%	+$28.9K	0.32%	19
2024 Q2	$1.4M	Sell	53,961 -1,327,818	-96%	-$34.6M	0.31%	19
2024 Q1	$37.1M	Sell	1,381,779 -296,997	-18%	-$7.67M	8.66%	4
2023 Q4	$42.6M	Sell	1,678,776 -1,313,148	-44%	-$31.3M	11.2%	3
2023 Q3	$70.6M	Sell	2,991,924 -277,125	-8%	-$6.8M	20.9%	2
2023 Q2	$79.1M	Buy	+3,269,049	New	+$78.1M	23.56%	2

Other funds holding SCHD

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dechtman Wealth Management's SCHD Position: Q4 2024 in Review

Dechtman Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.94% in Q4 2024, buying an estimated $14.7K and bringing the position to 55,540 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #18.

Dechtman Wealth Management first reported a position in SCHD in Q2 2023 and has held it in 7 quarters since. The position peaked at $79.1M in Q2 2023. 1,804 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Dechtman Wealth Management held 55,540 shares of Schwab US Dividend Equity ETF worth $1.52M as of Q4 2024.
Dechtman Wealth Management bought 517 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $14.7K.
Schwab US Dividend Equity ETF made up 0.29% of Dechtman Wealth Management's portfolio in Q4 2024, its #18 holding.
Dechtman Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's Schwab US Dividend Equity ETF position peaked at $79.1M in Q2 2023.
1,804 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.