Keeler Thomas Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keeler Thomas Management’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	-18,738	Closed	-$512K	–	83
2024 Q4	$512K	Sell	18,738 -4,119	-18%	-$117K	0.18%	59
2024 Q3	$644K	Sell	22,857 -1,431	-6%	-$39K	0.2%	59
2024 Q2	$630K	Sell	24,288 -2,421	-9%	-$63K	0.21%	57
2024 Q1	$718K	Sell	26,709 -24,129	-47%	-$623K	0.25%	57
2023 Q4	$1.29M	Sell	50,838 -24,693	-33%	-$588K	0.51%	51
2023 Q3	$1.79M	Buy	75,531 +1,362	+2%	+$33.4K	0.66%	46
2023 Q2	$1.74M	Buy	74,169 +9,993	+16%	+$239K	0.7%	42
2023 Q1	$1.57M	Buy	+64,176	New	+$1.6M	0.74%	43

Other funds holding SCHD

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 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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Keeler Thomas Management's SCHD Position: Q1 2025 in Review

Keeler Thomas Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 18,738 shares — an estimated $512K sold.

Keeler Thomas Management first reported a position in SCHD in Q1 2023 and held it in 8 quarters. The position peaked at $1.79M in Q3 2023. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Keeler Thomas Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Keeler Thomas Management sold 18,738 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $512K.
Keeler Thomas Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 8 quarters.
Keeler Thomas Management's Schwab US Dividend Equity ETF position peaked at $1.79M in Q3 2023.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Keeler Thomas Management's 13F filing for Q1 2025, filed 9 May 2025.