SFCL
SCHD icon

Strengthening Families & Communities LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strengthening Families & Communities LLC’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 		– Sell
-147
Closed -$4.15K – 519
2024
Q3 		$4.15K Buy
147
+129
+717% +$3.51K ﹤0.01% 399
2024
Q2 		$0 Buy
+18
New +$469 ﹤0.01% 623

Other funds holding SCHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strengthening Families & Communities LLC's SCHD Position: Q4 2024 in Review

Strengthening Families & Communities LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 147 shares — an estimated $4.15K sold.

Strengthening Families & Communities LLC first reported a position in SCHD in Q2 2024 and held it in 2 quarters. The position peaked at $4.15K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Strengthening Families & Communities LLC reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 147 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $4.15K.
  • Strengthening Families & Communities LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 2 quarters.
  • Strengthening Families & Communities LLC's Schwab US Dividend Equity ETF position peaked at $4.15K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2024, filed 29 Jan 2025.