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

Safeguard 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
2025 Q1	$1.9M	Buy	67,890 +1,134	+2%	+$31.6K	0.42%	23
2024 Q4	$1.82M	Buy	66,756 +8,205	+14%	+$233K	0.4%	26
2024 Q3	$1.65M	Buy	58,551 +6,171	+12%	+$168K	0.39%	29
2024 Q2	$1.36M	Buy	52,380 +3,768	+8%	+$98.1K	0.38%	28
2024 Q1	$1.31M	Buy	48,612 +828	+2%	+$21.4K	0.43%	24
2023 Q4	$1.21M	Sell	47,784 -318	-0.7%	-$7.58K	0.46%	25
2023 Q3	$1.13M	Buy	48,102 +8,037	+20%	+$197K	0.55%	24
2023 Q2	$969K	Sell	40,065 -22,191	-36%	-$530K	0.47%	25
2023 Q1	$1.52M	Buy	62,256 +99	+0.2%	+$2.48K	0.92%	16
2022 Q4	$1.56M	Buy	+62,157	New	+$1.53M	1.12%	15

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

Safeguard Financial's SCHD Position: Q1 2025 in Review

Safeguard Financial increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q1 2025, buying an estimated $31.6K and bringing the position to 67,890 shares worth $1.9M. The position accounts for 0.42% of the portfolio, ranked #23.

Safeguard Financial first reported a position in SCHD in Q4 2022 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Safeguard Financial held 67,890 shares of Schwab US Dividend Equity ETF worth $1.9M as of Q1 2025.
Safeguard Financial bought 1,134 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $31.6K.
Schwab US Dividend Equity ETF made up 0.42% of Safeguard Financial's portfolio in Q1 2025, its #23 holding.
Safeguard Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 10 quarters since.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.