Merriman Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Merriman Wealth Management’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	$319K	Sell	11,667 -3,369	-22%	-$95.8K	0.01%	164
2024 Q3	$424K	Sell	15,036 -1,152	-7%	-$31.4K	0.02%	153
2024 Q2	$424K	Buy	16,188 +36	+0.2%	+$937	0.02%	148
2024 Q1	$434K	Buy	16,152 +3,138	+24%	+$81.1K	0.02%	143
2023 Q4	$330K	Sell	13,014 -345	-3%	-$8.22K	0.02%	151
2023 Q3	$315K	Sell	13,359 -441	-3%	-$10.8K	0.02%	145
2023 Q2	$334K	Buy	13,800 +939	+7%	+$22.4K	0.02%	168
2023 Q1	$314K	Buy	12,861 +189	+1%	+$4.72K	0.02%	157
2022 Q4	$319K	Buy	+12,672	New	+$313K	0.02%	167

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Merriman Wealth Management's SCHD Position: Q4 2024 in Review

Merriman Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q4 2024, selling an estimated $95.8K and leaving 11,667 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #164.

Merriman Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 9 quarters since. The position peaked at $434K in Q1 2024. 1,805 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Merriman Wealth Management held 11,667 shares of Schwab US Dividend Equity ETF worth $319K as of Q4 2024.
Merriman Wealth Management sold 3,369 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $95.8K.
Schwab US Dividend Equity ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #164 holding.
Merriman Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 9 quarters since.
Merriman Wealth Management's Schwab US Dividend Equity ETF position peaked at $434K in Q1 2024.
1,805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.