Householder Group Estate & Retirement Specialist’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$33K	Sell	1,235 -325,363	-100%	-$9.25M	0.02%	243
2024 Q3	$9.2M	Buy	326,598 +9,663	+3%	+$263K	2.68%	5
2024 Q2	$8.21M	Buy	316,935 +20,391	+7%	+$531K	2.31%	7
2024 Q1	$7.97M	Buy	296,544 +7,533	+3%	+$195K	2.37%	7
2023 Q4	$7.33M	Buy	289,011 +8,898	+3%	+$212K	2.41%	7
2023 Q3	$6.61M	Buy	+280,113	New	+$6.87M	2.38%	7
2023 Q1	$4.98M	Buy	+204,084	New	+$5.1M	1.91%	7
2022 Q4	–	Sell	-178,011	Closed	-$3.94M	–	965
2022 Q3	$3.94M	Buy	178,011 +14,367	+9%	+$349K	1.62%	10
2022 Q2	$3.91M	Buy	163,644 +14,484	+10%	+$368K	1.75%	10
2022 Q1	$3.92M	Buy	149,160 +31,911	+27%	+$836K	1.58%	9
2021 Q4	$3.16M	Buy	+117,249	New	+$3.05M	1.18%	18

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.94% 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

Householder Group Estate & Retirement Specialist's SCHD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Schwab US Dividend Equity ETF (SCHD) stake by 100% in Q4 2024, selling an estimated $9.25M and leaving 1,235 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #243.

Householder Group Estate & Retirement Specialist first reported a position in SCHD in Q4 2021 and has held it in 11 quarters since. The position peaked at $9.2M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,235 shares of Schwab US Dividend Equity ETF worth $33K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 325,363 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $9.25M.
Schwab US Dividend Equity ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #243 holding.
Householder Group Estate & Retirement Specialist first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Schwab US Dividend Equity ETF position peaked at $9.2M in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.