IMC Chicago’s Schwab US Dividend Equity ETF SCHD Stock Holding History

IMC Chicago’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	-93,901	Closed	-$2.57M	–	3435
2024 Q4	$2.57M	Buy	+93,901	New	+$2.67M	﹤0.01%	1682
2024 Q3	–	Sell	-36,867	Closed	-$956K	–	3008
2024 Q2	$956K	Buy	+36,867	New	+$960K	﹤0.01%	1988

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IMC Chicago's SCHD Position: Q1 2025 in Review

IMC Chicago sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 93,901 shares — an estimated $2.57M sold.

IMC Chicago first reported a position in SCHD in Q2 2024 and held it in 2 quarters. The position peaked at $2.57M in Q4 2024. 1,814 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

IMC Chicago reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
IMC Chicago sold 93,901 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $2.57M.
IMC Chicago first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 2 quarters.
IMC Chicago's Schwab US Dividend Equity ETF position peaked at $2.57M in Q4 2024.
1,814 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on IMC Chicago's 13F filing for Q1 2025, filed 14 Apr 2025.