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SignalPoint Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SignalPoint Asset 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 		$851K Buy
31,160
+923
+3% +$26.2K 0.21% 89
2024
Q3 		$849K Buy
30,237
+78
+0.3% +$2.13K 0.2% 101
2024
Q2 		$782K Buy
30,159
+648
+2% +$16.9K 0.21% 104
2024
Q1 		$793K Buy
29,511
+45
+0.2% +$1.16K 0.22% 96
2023
Q4 		$747K Buy
29,466
+153
+0.5% +$3.65K 0.22% 96
2023
Q3 		$691K Buy
29,313
+4,509
+18% +$111K 0.22% 93
2023
Q2 		$600K Buy
24,804
+546
+2% +$13K 0.18% 111
2023
Q1 		$592K Buy
24,258
+756
+3% +$18.9K 0.19% 103
2022
Q4 		$592K Buy
23,502
+525
+2% +$13K 0.21% 102
2022
Q3 		$508K Buy
22,977
+261
+1% +$6.34K 0.19% 105
2022
Q2 		$542K Buy
22,716
+534
+2% +$13.6K 0.2% 106
2022
Q1 		$583K Buy
22,182
+552
+3% +$14.5K 0.18% 111
2021
Q4 		$582K Buy
21,630
+54
+0.3% +$1.4K 0.18% 115
2021
Q3 		$534K Buy
21,576
+330
+2% +$8.39K 0.17% 122
2021
Q2 		$536K Buy
21,246
+186
+0.9% +$4.7K 0.17% 121
2021
Q1 		$512K Sell
21,060
-24
-0.1% -$546 0.18% 118
2020
Q4 		$451K Sell
21,084
-228
-1% -$4.62K 0.17% 122
2020
Q3 		$393K Buy
21,312
+1,188
+6% +$21.9K 0.16% 126
2020
Q2 		$347K Sell
20,124
-1,605
-7% -$27.1K 0.16% 131
2020
Q1 		$326K Buy
21,729
+3,051
+16% +$54.8K 0.17% 110
2019
Q4 		$361K Buy
18,678
+582
+3% +$10.9K 0.15% 129
2019
Q3 		$330K Buy
18,096
+1,533
+9% +$27.4K 0.15% 148
2019
Q2 		$293K Buy
16,563
+1,284
+8% +$22.6K 0.14% 172
2019
Q1 		$266K Buy
15,279
+1,665
+12% +$28K 0.12% 181
2018
Q4 		$213K Buy
13,614
+993
+8% +$16.6K 0.1% 190
2018
Q3 		$223K Buy
+12,621
New +$218K 0.1% 198

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SignalPoint Asset Management's SCHD Position: Q4 2024 in Review

SignalPoint Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q4 2024, buying an estimated $26.2K and bringing the position to 31,160 shares worth $851K. The position accounts for 0.21% of the portfolio, ranked #89.

SignalPoint Asset Management first reported a position in SCHD in Q3 2018 and has held it in 26 quarters since. 1,804 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • SignalPoint Asset Management held 31,160 shares of Schwab US Dividend Equity ETF worth $851K as of Q4 2024.
  • SignalPoint Asset Management bought 923 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $26.2K.
  • Schwab US Dividend Equity ETF made up 0.21% of SignalPoint Asset Management's portfolio in Q4 2024, its #89 holding.
  • SignalPoint Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 26 quarters since.
  • 1,804 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.