Sugarloaf Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sugarloaf Wealth 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	–	Sell	-450	Closed	-$12.7K	–	709
2024 Q3	$12.7K	Buy	+450	New	+$12.3K	﹤0.01%	474
2024 Q2	–	Sell	-801	Closed	-$21.5K	–	681
2024 Q1	$21.5K	Buy	+801	New	+$20.7K	﹤0.01%	395
2023 Q4	–	Sell	-8,130	Closed	-$192K	–	701
2023 Q3	$192K	Buy	8,130 +324	+4%	+$7.95K	0.05%	133
2023 Q2	$189K	Buy	+7,806	New	+$187K	0.04%	141
2023 Q1	–	Sell	-273	Closed	-$6.91K	–	768
2022 Q4	$6.91K	Buy	273 +30	+12%	+$740	﹤0.01%	532
2022 Q3	$6K	Buy	+243	New	+$5.9K	﹤0.01%	597

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's SCHD Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 450 shares — an estimated $12.7K sold.

Sugarloaf Wealth Management first reported a position in SCHD in Q3 2022 and held it in 6 quarters. The position peaked at $192K in Q3 2023. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 450 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $12.7K.
Sugarloaf Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 6 quarters.
Sugarloaf Wealth Management's Schwab US Dividend Equity ETF position peaked at $192K in Q3 2023.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.