FTDI
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First Trust Direct Indexing’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Trust Direct Indexing’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
-30,219
Closed -$851K – 746
2024
Q3 		$851K Buy
30,219
+5,235
+21% +$143K 0.05% 397
2024
Q2 		$648K Buy
+24,984
New +$650K 0.04% 428

Other funds holding SCHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Direct Indexing's SCHD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 30,219 shares — an estimated $851K sold.

First Trust Direct Indexing first reported a position in SCHD in Q2 2024 and held it in 2 quarters. The position peaked at $851K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 30,219 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $851K.
  • First Trust Direct Indexing first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Schwab US Dividend Equity ETF position peaked at $851K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.