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Financial & Tax Architects’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial & Tax Architects’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 		– Sell
-12,903
Closed -$364K – 106
2024
Q3 		$364K Buy
+12,903
New +$352K 0.09% 86

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial & Tax Architects's SCHD Position: Q4 2024 in Review

Financial & Tax Architects sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 12,903 shares — an estimated $364K sold.

Financial & Tax Architects first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $364K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Financial & Tax Architects reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 12,903 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $364K.
  • Financial & Tax Architects first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Financial & Tax Architects's Schwab US Dividend Equity ETF position peaked at $364K in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Financial & Tax Architects's 13F filing for Q4 2024, filed 15 Jan 2025.