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

Objective Capital 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
2025 Q1	–	Sell	-10,302	Closed	-$281K	–	128
2024 Q4	$281K	Buy	10,302 +21	+0.2%	+$597	0.19%	107
2024 Q3	$290K	Buy	+10,281	New	+$280K	0.17%	114
2024 Q1	$238K	Hold	8,862	–	–	0.16%	123
2023 Q4	$225K	Sell	8,862 -13,359	-60%	-$318K	0.17%	108
2023 Q3	$524K	Buy	22,221 +10,254	+86%	+$252K	0.47%	49
2023 Q2	$290K	Buy	+11,967	New	+$286K	0.25%	75

Other funds holding SCHD

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 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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Objective Capital Management's SCHD Position: Q1 2025 in Review

Objective Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 10,302 shares — an estimated $281K sold.

Objective Capital Management first reported a position in SCHD in Q2 2023 and held it in 6 quarters. The position peaked at $524K in Q3 2023. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Objective Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 10,302 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $281K.
Objective Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 6 quarters.
Objective Capital Management's Schwab US Dividend Equity ETF position peaked at $524K in Q3 2023.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.