Sandy Spring Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sandy Spring Bank’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	$2.94M	Sell	105,105 -1,762	-2%	-$49.1K	0.12%	145
2024 Q4	$2.92M	Buy	106,867 +4,438	+4%	+$126K	0.12%	142
2024 Q3	$2.89M	Sell	102,429 -1,125	-1%	-$30.6K	0.12%	142
2024 Q2	$2.68M	Buy	103,554 +16,500	+19%	+$429K	0.12%	146
2024 Q1	$2.34M	Buy	87,054 +18,105	+26%	+$468K	0.11%	156
2023 Q4	$1.75M	Buy	68,949 +5,592	+9%	+$133K	0.09%	168
2023 Q3	$1.49M	Buy	63,357 +28,416	+81%	+$697K	0.08%	178
2023 Q2	$846K	Buy	34,941 +19,161	+121%	+$458K	0.05%	226
2023 Q1	$385K	Sell	15,780 -195	-1%	-$4.88K	0.02%	271
2022 Q4	$402K	Buy	15,975 +1,203	+8%	+$29.7K	0.02%	269
2022 Q3	$328K	Buy	14,772 +9	+0.1%	+$219	0.02%	275
2022 Q2	$353K	Sell	14,763 -39	-0.3%	-$992	0.02%	272
2022 Q1	$389K	Buy	14,802 +9,204	+164%	+$241K	0.02%	271
2021 Q4	$150K	Sell	5,598 -294	-5%	-$7.64K	0.01%	373
2021 Q3	$146K	Buy	5,892 +297	+5%	+$7.55K	0.01%	366
2021 Q2	$141K	Buy	5,595 +3	+0.1%	+$76	0.01%	371
2021 Q1	$136K	Buy	5,592 +333	+6%	+$7.57K	0.01%	357
2020 Q4	$113K	Sell	5,259 -120	-2%	-$2.43K	0.01%	370
2020 Q3	$99K	Hold	5,379	–	–	0.01%	372
2020 Q2	$93K	Hold	5,379	–	–	0.01%	371
2020 Q1	$81K	Hold	5,379	–	–	0.01%	368
2019 Q4	$104K	Hold	5,379	–	–	0.01%	366
2019 Q3	$98K	Hold	5,379	–	–	0.01%	379
2019 Q2	$95K	Hold	5,379	–	–	0.01%	376
2019 Q1	$94K	Sell	5,379 -1,230	-19%	-$20.7K	0.01%	374
2018 Q4	$103K	Sell	6,609 -600	-8%	-$10K	0.01%	355
2018 Q3	$128K	Hold	7,209	–	–	0.01%	344
2018 Q2	$118K	Buy	7,209 +1,830	+34%	+$30.1K	0.01%	360
2018 Q1	$88K	Buy	5,379 +1,653	+44%	+$28.2K	0.01%	390
2017 Q4	$64K	Hold	3,726	–	–	0.01%	420
2017 Q3	$58K	Hold	3,726	–	–	0.01%	426
2017 Q2	$56K	Hold	3,726	–	–	0.01%	439
2017 Q1	$55K	Hold	3,726	–	–	0.01%	442
2016 Q4	$54K	Hold	3,726	–	–	0.01%	433
2016 Q3	$53K	Hold	3,726	–	–	0.01%	426
2016 Q2	$51K	Hold	3,726	–	–	0.01%	432
2016 Q1	$50K	Hold	3,726	–	–	0.01%	441
2015 Q4	$48K	Hold	3,726	–	–	0.01%	429
2015 Q3	$45K	Hold	3,726	–	–	0.01%	450
2015 Q2	$48K	Hold	3,726	–	–	0.01%	462
2015 Q1	$49K	Buy	+3,726	New	+$49.5K	0.01%	458

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

Sandy Spring Bank's SCHD Position: Q1 2025 in Review

Sandy Spring Bank reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.6% in Q1 2025, selling an estimated $49.1K and leaving 105,105 shares worth $2.94M. The position accounts for 0.12% of the portfolio, ranked #145.

Sandy Spring Bank first reported a position in SCHD in Q1 2015 and has held it in 41 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Sandy Spring Bank held 105,105 shares of Schwab US Dividend Equity ETF worth $2.94M as of Q1 2025.
Sandy Spring Bank sold 1,762 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $49.1K.
Schwab US Dividend Equity ETF made up 0.12% of Sandy Spring Bank's portfolio in Q1 2025, its #145 holding.
Sandy Spring Bank first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and has held it in 41 quarters since.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.