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

Madison Investment 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
2024 Q4	$3.89M	Buy	+142,530	New	+$4.05M	0.04%	185

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Madison Investment Advisors's SCHD Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2024: 142,530 shares worth $3.89M. The stake represents 0.04% of the portfolio and ranks #185 among its holdings.

1,804 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Madison Investment Advisors held 142,530 shares of Schwab US Dividend Equity ETF worth $3.89M as of Q4 2024.
Schwab US Dividend Equity ETF was a new Madison Investment Advisors position in Q4 2024.
Schwab US Dividend Equity ETF made up 0.04% of Madison Investment Advisors's portfolio in Q4 2024, its #185 holding.
1,804 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.