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Lee, Danner & Bass’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lee, Danner & Bass’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
-2,825
Closed -$77.2K – 615
2024
Q4 		$77.2K Buy
+2,825
New +$80.3K 0.01% 305

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

Lee, Danner & Bass's SCHD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 2,825 shares — an estimated $77.2K sold.

Lee, Danner & Bass first reported a position in SCHD in Q4 2024 and held it in 1 quarter. The position peaked at $77.2K in Q4 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 2,825 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $77.2K.
  • Lee, Danner & Bass first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab US Dividend Equity ETF position peaked at $77.2K in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.