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Lindbrook Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lindbrook Capital’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 		$67.1K Hold
2,400
– – 0.01% 858
2024
Q4 		$65.6K Buy
2,400
+327
+16% +$9.3K 0.01% 699
2024
Q3 		$58.4K Hold
2,073
– – 0.01% 751
2024
Q2 		$53.7K Hold
2,073
– – 0.01% 763
2024
Q1 		$55.7K Hold
2,073
– – 0.01% 749
2023
Q4 		$52.6K Sell
2,073
-480
-19% -$11.4K 0.01% 734
2023
Q3 		$60.2K Buy
2,553
+480
+23% +$11.8K 0.01% 619
2023
Q2 		$50.2K Hold
2,073
– – 0.01% 723
2023
Q1 		$50.6K Hold
2,073
– – 0.01% 688
2022
Q4 		$52.2K Sell
2,073
-708
-25% -$17.5K 0.01% 679
2022
Q3 		$62K Buy
2,781
+708
+34% +$17.2K 0.01% 574
2022
Q2 		$49K Hold
2,073
– – 0.01% 668
2022
Q1 		$55K Hold
2,073
– – 0.01% 648
2021
Q4 		$56K Buy
+2,073
New +$53.9K 0.01% 679
2020
Q1 		– Sell
-2,910
Closed -$56K – 1844
2019
Q4 		$56K Buy
+2,910
New +$54.5K 0.02% 409

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lindbrook Capital's SCHD Position: Q1 2025 in Review

Lindbrook Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2025 at 2,400 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #858.

Lindbrook Capital first reported a position in SCHD in Q4 2019 and has held it in 15 quarters since. 1,808 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Lindbrook Capital held 2,400 shares of Schwab US Dividend Equity ETF worth $67.1K as of Q1 2025.
  • Lindbrook Capital left its Schwab US Dividend Equity ETF share count unchanged in Q1 2025.
  • Schwab US Dividend Equity ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #858 holding.
  • Lindbrook Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 15 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.