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McKinley Carter Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McKinley Carter Wealth Services’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 		– Sell
-8,418
Closed -$237K – 301
2024
Q3 		$237K Sell
8,418
-1,827
-18% -$49.8K 0.01% 283
2024
Q2 		$266K Sell
10,245
-14,907
-59% -$388K 0.02% 273
2024
Q1 		$676K Sell
25,152
-1,428
-5% -$36.9K 0.05% 181
2023
Q4 		$674K Sell
26,580
-5,100
-16% -$122K 0.05% 177
2023
Q3 		$747K Sell
31,680
-4,113
-11% -$101K 0.06% 166
2023
Q2 		$866K Sell
35,793
-4,404
-11% -$105K 0.07% 157
2023
Q1 		$980K Buy
40,197
+1,524
+4% +$38.1K 0.08% 144
2022
Q4 		$974K Buy
38,673
+19,062
+97% +$471K 0.08% 141
2022
Q3 		$434K Hold
19,611
– – 0.04% 197
2022
Q2 		$468K Buy
19,611
+4,770
+32% +$121K 0.04% 203
2022
Q1 		$390K Sell
14,841
-5,808
-28% -$152K 0.03% 219
2021
Q4 		$556K Sell
20,649
-17,283
-46% -$449K 0.04% 186
2021
Q3 		$939K Sell
37,932
-3,402
-8% -$86.5K 0.08% 144
2021
Q2 		$1.04M Sell
41,334
-5,634
-12% -$142K 0.09% 141
2021
Q1 		$1.14M Buy
46,968
+4,119
+10% +$93.7K 0.1% 141
2020
Q4 		$916K Buy
+42,849
New +$869K 0.12% 133
2020
Q1 		– Sell
-2,409
Closed -$47K – 171
2019
Q4 		$47K Buy
+2,409
New +$45.1K 0.01% 177
2018
Q2 		– Sell
-2,409
Closed -$39K – 341
2018
Q1 		$39K Buy
+2,409
New +$41.1K 0.01% 286

Other funds holding SCHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McKinley Carter Wealth Services's SCHD Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 8,418 shares — an estimated $237K sold.

McKinley Carter Wealth Services first reported a position in SCHD in Q1 2018 and held it in 18 quarters. The position peaked at $1.14M in Q1 2021. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • McKinley Carter Wealth Services reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 8,418 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $237K.
  • McKinley Carter Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 18 quarters.
  • McKinley Carter Wealth Services's Schwab US Dividend Equity ETF position peaked at $1.14M in Q1 2021.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.