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Gerber LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gerber LLC’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
Q1 		– Sell
-9,048
Closed -$247K – 97
2024
Q4 		$247K Hold
9,048
– – 0.18% 72
2024
Q3 		$255K Sell
9,048
-2,346
-21% -$63.9K 0.19% 79
2024
Q2 		$295K Buy
11,394
+27
+0.2% +$703 0.23% 64
2024
Q1 		$306K Hold
11,367
– – 0.26% 62
2023
Q4 		$288K Buy
+11,367
New +$271K 0.26% 69

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

Gerber LLC's SCHD Position: Q1 2025 in Review

Gerber LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 9,048 shares — an estimated $247K sold.

Gerber LLC first reported a position in SCHD in Q4 2023 and held it in 5 quarters. The position peaked at $306K in Q1 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Gerber LLC reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Gerber LLC sold 9,048 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $247K.
  • Gerber LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 5 quarters.
  • Gerber LLC's Schwab US Dividend Equity ETF position peaked at $306K in Q1 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Gerber LLC's 13F filing for Q1 2025, filed 23 Apr 2025.