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Great Diamond Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Great Diamond Partners’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
-38,541
Closed -$1.09M – 202
2024
Q3 		$1.09M Sell
38,541
-567
-1% -$15.4K 0.28% 85
2024
Q2 		$1.01M Sell
39,108
-1,152
-3% -$30K 0.24% 90
2024
Q1 		$1.08M Sell
40,260
-1,650
-4% -$42.6K 0.25% 91
2023
Q4 		$1.06M Buy
41,910
+1,260
+3% +$30K 0.26% 84
2023
Q3 		$959K Sell
40,650
-156
-0.4% -$3.83K 0.26% 88
2023
Q2 		$988K Sell
40,806
-531
-1% -$12.7K 0.26% 88
2023
Q1 		$1.01M Sell
41,337
-2,109
-5% -$52.7K 0.29% 83
2022
Q4 		$1.09M Sell
43,446
-1,080
-2% -$26.7K 0.34% 69
2022
Q3 		$985K Sell
44,526
-780
-2% -$18.9K 0.34% 72
2022
Q2 		$1.08M Sell
45,306
-552
-1% -$14K 0.36% 66
2022
Q1 		$1.21M Sell
45,858
-1,227
-3% -$32.1K 0.34% 73
2021
Q4 		$1.27M Buy
47,085
+2,286
+5% +$59.4K 0.33% 66
2021
Q3 		$1.11M Buy
44,799
+153
+0.3% +$3.89K 0.3% 74
2021
Q2 		$1.13M Buy
44,646
+7,698
+21% +$194K 0.32% 74
2021
Q1 		$898K Buy
36,948
+8,877
+32% +$202K 0.28% 85
2020
Q4 		$600K Buy
28,071
+1,305
+5% +$26.5K 0.19% 98
2020
Q3 		$493K Sell
26,766
-1,113
-4% -$20.5K 0.18% 94
2020
Q2 		$480K Buy
27,879
+699
+3% +$11.8K 0.2% 82
2020
Q1 		$407K Sell
27,180
-16,320
-38% -$293K 0.21% 78
2019
Q4 		$839K Buy
+43,500
New +$815K 0.32% 62

Other funds holding SCHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Great Diamond Partners's SCHD Position: Q4 2024 in Review

Great Diamond Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 38,541 shares — an estimated $1.09M sold.

Great Diamond Partners first reported a position in SCHD in Q4 2019 and held it in 20 quarters. The position peaked at $1.27M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Great Diamond Partners reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Great Diamond Partners sold 38,541 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $1.09M.
  • Great Diamond Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 20 quarters.
  • Great Diamond Partners's Schwab US Dividend Equity ETF position peaked at $1.27M in Q4 2021.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Great Diamond Partners's 13F filing for Q4 2024, filed 23 Jan 2025.