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Lane & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lane & Associates’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 		$612K Buy
21,875
+6,732
+44% +$188K 0.33% 53
2024
Q4 		$421K Buy
+15,143
New +$430K 0.22% 80

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

Lane & Associates's SCHD Position: Q1 2025 in Review

Lane & Associates increased its Schwab US Dividend Equity ETF (SCHD) stake by 44% in Q1 2025, buying an estimated $188K and bringing the position to 21,875 shares worth $612K. The position accounts for 0.33% of the portfolio, ranked #53.

Lane & Associates first reported a position in SCHD in Q4 2024 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Lane & Associates held 21,875 shares of Schwab US Dividend Equity ETF worth $612K as of Q1 2025.
  • Lane & Associates bought 6,732 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $188K.
  • Schwab US Dividend Equity ETF made up 0.33% of Lane & Associates's portfolio in Q1 2025, its #53 holding.
  • Lane & Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.