Prudential Financial
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Prudential Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Prudential Financial’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
-384,465
Closed -$10.8M – 2623
2024
Q3 		$10.8M Sell
384,465
-25,044
-6% -$682K 0.02% 652
2024
Q2 		$10.6M Sell
409,509
-121,509
-23% -$3.16M 0.02% 620
2024
Q1 		$14.3M Sell
531,018
-4,590
-0.9% -$119K 0.02% 558
2023
Q4 		$13.6M Sell
535,608
-131,460
-20% -$3.13M 0.02% 553
2023
Q3 		$15.7M Sell
667,068
-48,990
-7% -$1.2M 0.02% 494
2023
Q2 		$17.3M Buy
716,058
+4,899
+0.7% +$117K 0.03% 482
2023
Q1 		$17.1M Buy
711,159
+41,373
+6% +$1.03M 0.03% 478
2022
Q4 		$16.9M Buy
669,786
+118,338
+21% +$2.92M 0.03% 472
2022
Q3 		$12.4M Buy
551,448
+104,838
+23% +$2.55M 0.02% 572
2022
Q2 		$10.7M Buy
446,610
+144,300
+48% +$3.67M 0.02% 645
2022
Q1 		$7.95M Buy
302,310
+141,723
+88% +$3.71M 0.01% 785
2021
Q4 		$4.2M Buy
160,587
+10,311
+7% +$268K 0.01% 1117
2021
Q3 		$3.78M Buy
150,276
+21,699
+17% +$552K 0.01% 1131
2021
Q2 		$3.24M Buy
128,577
+52,113
+68% +$1.32M ﹤0.01% 1243
2021
Q1 		$1.86M Buy
76,464
+31,743
+71% +$722K ﹤0.01% 1498
2020
Q4 		$956K Buy
44,721
+25,491
+133% +$517K ﹤0.01% 1768
2020
Q3 		$354K Buy
+19,230
New +$354K ﹤0.01% 2093
2020
Q1 		– Sell
-12,495
Closed -$241K – 2429
2019
Q4 		$241K Buy
+12,495
New +$234K ﹤0.01% 2277
2019
Q3 		– Sell
-15,900
Closed -$281K – 2463
2019
Q2 		$281K Buy
+15,900
New +$280K ﹤0.01% 2247

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

Prudential Financial's SCHD Position: Q4 2024 in Review

Prudential Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 384,465 shares — an estimated $10.8M sold.

Prudential Financial first reported a position in SCHD in Q2 2019 and held it in 19 quarters. The position peaked at $17.3M in Q2 2023. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Prudential Financial reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 384,465 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $10.8M.
  • Prudential Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and held it in 19 quarters.
  • Prudential Financial's Schwab US Dividend Equity ETF position peaked at $17.3M in Q2 2023.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.