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LPF Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LPF Advisors’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 		$3.27M Sell
116,933
-13,213
-10% -$368K 2.68% 9
2024
Q4 		$3.56M Buy
130,146
+5,382
+4% +$153K 2.97% 9
2024
Q3 		$3.52M Buy
124,764
+1,992
+2% +$54.3K 3.01% 9
2024
Q2 		$3.18M Buy
122,772
+690
+0.6% +$18K 2.93% 9
2024
Q1 		$3.28M Buy
122,082
+11,685
+11% +$302K 3.29% 9
2023
Q4 		$2.8M Buy
+110,397
New +$2.63M 2.98% 9

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

LPF Advisors's SCHD Position: Q1 2025 in Review

LPF Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q1 2025, selling an estimated $368K and leaving 116,933 shares worth $3.27M. The position accounts for 2.68% of the portfolio, ranked #9.

LPF Advisors first reported a position in SCHD in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.56M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • LPF Advisors held 116,933 shares of Schwab US Dividend Equity ETF worth $3.27M as of Q1 2025.
  • LPF Advisors sold 13,213 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $368K.
  • Schwab US Dividend Equity ETF made up 2.68% of LPF Advisors's portfolio in Q1 2025, its #9 holding.
  • LPF Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 6 quarters since.
  • LPF Advisors's Schwab US Dividend Equity ETF position peaked at $3.56M in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.