SBIA
SCHD icon

Sheaff Brock Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sheaff Brock Investment Advisors’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 		$1.55M Buy
55,438
+1,450
+3% +$40.4K 0.14% 128
2024
Q4 		$1.47M Buy
53,988
+3,360
+7% +$95.5K 0.13% 132
2024
Q3 		$1.43M Buy
50,628
+3,084
+6% +$84K 0.12% 136
2024
Q2 		$1.23M Buy
47,544
+10,308
+28% +$268K 0.11% 146
2024
Q1 		$1M Buy
37,236
+2,523
+7% +$65.2K 0.06% 187
2023
Q4 		$881K Sell
34,713
-24,123
-41% -$575K 0.07% 196
2023
Q3 		$1.39M Sell
58,836
-2,526
-4% -$62K 0.13% 126
2023
Q2 		$1.49M Buy
61,362
+3,690
+6% +$88.2K 0.13% 124
2023
Q1 		$1.41M Buy
57,672
+1,164
+2% +$29.1K 0.13% 128
2022
Q4 		$1.42M Buy
56,508
+2,235
+4% +$55.2K 0.14% 122
2022
Q3 		$1.2M Buy
54,273
+132
+0.2% +$3.21K 0.13% 123
2022
Q2 		$1.29M Buy
54,141
+6,435
+13% +$164K 0.11% 122
2022
Q1 		$1.25M Buy
47,706
+17,556
+58% +$460K 0.09% 154
2021
Q4 		$812K Buy
30,150
+7,056
+31% +$183K 0.05% 207
2021
Q3 		$572K Buy
23,094
+4,173
+22% +$106K 0.04% 239
2021
Q2 		$477K Buy
18,921
+114
+0.6% +$2.88K 0.03% 274
2021
Q1 		$457K Buy
18,807
+108
+0.6% +$2.46K 0.04% 266
2020
Q4 		$400K Buy
18,699
+3,147
+20% +$63.8K 0.03% 276
2020
Q3 		$287K Buy
15,552
+150
+1% +$2.76K 0.03% 314
2020
Q2 		$266K Buy
15,402
+132
+0.9% +$2.23K 0.03% 330
2020
Q1 		$229K Buy
15,270
+147
+1% +$2.64K 0.03% 313
2019
Q4 		$292K Sell
15,123
-3,108
-17% -$58.2K 0.03% 343
2019
Q3 		$333K Sell
18,231
-2,697
-13% -$48.3K 0.04% 316
2019
Q2 		$370K Hold
20,928
– – 0.04% 300
2019
Q1 		$365K Buy
20,928
+120
+0.6% +$2.02K 0.04% 316
2018
Q4 		$326K Buy
20,808
+150
+0.7% +$2.5K 0.05% 305
2018
Q3 		$365K Buy
20,658
+120
+0.6% +$2.08K 0.03% 320
2018
Q2 		$337K Buy
20,538
+144
+0.7% +$2.37K 0.03% 338
2018
Q1 		$333K Buy
20,394
+1,593
+8% +$27.2K 0.03% 334
2017
Q4 		$321K Buy
18,801
+1,617
+9% +$26.6K 0.04% 335
2017
Q3 		$268K Buy
17,184
+126
+0.7% +$1.93K 0.04% 389
2017
Q2 		$256K Buy
17,058
+123
+0.7% +$1.84K 0.03% 430
2017
Q1 		$252K Buy
16,935
+123
+0.7% +$1.81K 0.03% 442
2016
Q4 		$244K Buy
16,812
+150
+0.9% +$2.13K 0.03% 465
2016
Q3 		$235K Buy
16,662
+99
+0.6% +$1.4K 0.03% 427
2016
Q2 		$229K Buy
16,563
+129
+0.8% +$1.74K 0.03% 443
2016
Q1 		$220K Buy
16,434
+123
+0.8% +$1.56K 0.03% 464
2015
Q4 		$210K Buy
+16,311
New +$210K 0.02% 500

Other funds holding SCHD

LPL Financial
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
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
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
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
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

Sheaff Brock Investment Advisors's SCHD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q1 2025, buying an estimated $40.4K and bringing the position to 55,438 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #128.

Sheaff Brock Investment Advisors first reported a position in SCHD in Q4 2015 and has held it in 38 quarters since. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Sheaff Brock Investment Advisors held 55,438 shares of Schwab US Dividend Equity ETF worth $1.55M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,450 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $40.4K.
  • Schwab US Dividend Equity ETF made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #128 holding.
  • Sheaff Brock Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and has held it in 38 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.