Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SAF
Smith Anglin Financial’s
Schwab US Dividend Equity ETF
SCHD
Stock Holding History
Smith Anglin Financial’s Portfolio
SCHD Stock Details
SCHD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$3.28M
Sell
123,593
-4,070
-3%
-$106K
0.3%
35
2025
Q1
$3.57M
Buy
127,663
+11,802
+10%
+$329K
0.38%
33
2024
Q4
$3.17M
Sell
115,861
-1,706
-1%
-$48.5K
0.3%
36
2024
Q3
$3.31M
Sell
117,567
-11,259
-9%
-$307K
0.32%
35
2024
Q2
$3.34M
Sell
128,826
-7,575
-6%
-$197K
0.34%
30
2024
Q1
$3.67M
Buy
136,401
+10,791
+9%
+$279K
0.38%
30
2023
Q4
$3.19M
Buy
125,610
+162
+0.1%
+$3.86K
0.37%
33
2023
Q3
$2.96M
Sell
125,448
-2,016
-2%
-$49.5K
0.36%
38
2023
Q2
$3.09M
Buy
127,464
+2,106
+2%
+$50.3K
0.37%
35
2023
Q1
$3.06M
Sell
125,358
-1,167
-0.9%
-$29.2K
0.46%
27
2022
Q4
$3.19M
Sell
126,525
-738
-0.6%
-$18.2K
0.6%
24
2022
Q3
$2.82M
Buy
127,263
+2,856
+2%
+$69.4K
0.59%
25
2022
Q2
$2.97M
Sell
124,407
-1,815
-1%
-$46.2K
0.87%
19
2022
Q1
$3.32M
Buy
126,222
+54
+0%
+$1.41K
0.77%
23
2021
Q4
$3.4M
Buy
126,168
+774
+0.6%
+$20.1K
0.58%
33
2021
Q3
$3.1M
Buy
125,394
+120
+0.1%
+$3.05K
0.6%
37
2021
Q2
$3.16M
Buy
125,274
+606
+0.5%
+$15.3K
0.61%
35
2021
Q1
$3.03M
Sell
124,668
-123
-0.1%
-$2.8K
0.65%
35
2020
Q4
$2.67M
Buy
+124,791
New
+$2.53M
0.48%
36
Other funds holding SCHD
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
WANY
Wealthspire Advisors (New York)
New York
$12.7B AUM
17.31%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AAS
Avantax Advisory Services
Dallas, Texas
$18.2B AUM
15.06%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close