Edge Capital Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Edge Capital Group’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	$9.07M	Buy	331,969 +1,153	+0.3%	+$32.8K	0.4%	56
2024 Q3	$9.32M	Buy	330,816 +23,646	+8%	+$644K	0.41%	55
2024 Q2	$7.96M	Buy	307,170 +2,082	+0.7%	+$54.2K	0.39%	63
2024 Q1	$8.2M	Buy	305,088 +45,300	+17%	+$1.17M	0.41%	57
2023 Q4	$6.59M	Buy	259,788 +38,160	+17%	+$909K	0.37%	64
2023 Q3	$5.23M	Buy	221,628 +89,700	+68%	+$2.2M	0.34%	64
2023 Q2	$3.19M	Buy	131,928 +81,855	+163%	+$1.96M	0.18%	105
2023 Q1	$1.22M	Buy	50,073 +8,166	+19%	+$204K	0.08%	154
2022 Q4	$1.06M	Buy	41,907 +1,995	+5%	+$49.2K	0.07%	136
2022 Q3	$884K	Buy	+39,912	New	+$970K	0.07%	139

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edge Capital Group's SCHD Position: Q4 2024 in Review

Edge Capital Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.35% in Q4 2024, buying an estimated $32.8K and bringing the position to 331,969 shares worth $9.07M. The position accounts for 0.4% of the portfolio, ranked #56.

Edge Capital Group first reported a position in SCHD in Q3 2022 and has held it in 10 quarters since. The position peaked at $9.32M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Edge Capital Group held 331,969 shares of Schwab US Dividend Equity ETF worth $9.07M as of Q4 2024.
Edge Capital Group bought 1,153 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $32.8K.
Schwab US Dividend Equity ETF made up 0.4% of Edge Capital Group's portfolio in Q4 2024, its #56 holding.
Edge Capital Group first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 10 quarters since.
Edge Capital Group's Schwab US Dividend Equity ETF position peaked at $9.32M in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.