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

Rezny 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	–	Sell	-365,421	Closed	-$10.3M	–	34
2024 Q3	$10.3M	Sell	365,421 -9,735	-3%	-$265K	2.6%	8
2024 Q2	$9.72M	Buy	+375,156	New	+$9.77M	2.6%	8
2024 Q1	–	Sell	-826,539	Closed	-$21.4M	–	3
2023 Q4	$21M	Sell	826,539 -1,873,650	-69%	-$44.6M	6.68%	3
2023 Q3	$63.7M	Sell	2,700,189 -172,803	-6%	-$4.24M	22.42%	2
2023 Q2	$69.5M	Buy	2,872,992 +219,966	+8%	+$5.26M	23.43%	2
2023 Q1	$64.7M	Buy	2,653,026 +2,625,942	+9,696%	+$65.6M	23.87%	2
2022 Q4	$682K	Buy	+27,084	New	+$669K	0.26%	13

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rezny Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 365,421 shares — an estimated $10.3M sold.

Rezny Wealth Management first reported a position in SCHD in Q4 2022 and held it in 7 quarters. The position peaked at $69.5M in Q2 2023. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Rezny Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
Rezny Wealth Management sold 365,421 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $10.3M.
Rezny Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 7 quarters.
Rezny Wealth Management's Schwab US Dividend Equity ETF position peaked at $69.5M in Q2 2023.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Rezny Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.