TAP Consulting’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TAP Consulting’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	$324K	Buy	11,866 +115	+1%	+$3.27K	0.07%	129
2024 Q3	$331K	Buy	11,751 +3,945	+51%	+$107K	0.07%	133
2024 Q2	$202K	Buy	+7,806	New	+$203K	0.04%	153
2022 Q4	–	Sell	-16,518	Closed	-$366K	–	133
2022 Q3	$366K	Buy	16,518 +234	+1%	+$5.68K	0.1%	102
2022 Q2	$389K	Sell	16,284 -6,417	-28%	-$163K	0.11%	95
2022 Q1	$597K	Sell	22,701 -10,986	-33%	-$288K	0.16%	85
2021 Q4	$908K	Sell	33,687 -19,833	-37%	-$515K	0.21%	82
2021 Q3	$1.32M	Sell	53,520 -9,483	-15%	-$241K	0.36%	69
2021 Q2	$1.59M	Sell	63,003 -966	-2%	-$24.4K	0.45%	60
2021 Q1	$1.55M	Sell	63,969 -765	-1%	-$17.4K	0.48%	56
2020 Q4	$1.38M	Buy	64,734 +16,686	+35%	+$338K	0.5%	56
2020 Q3	$886K	Buy	48,048 +33,546	+231%	+$617K	0.35%	62
2020 Q2	$250K	Buy	+14,502	New	+$245K	0.12%	105

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAP Consulting's SCHD Position: Q4 2024 in Review

TAP Consulting increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.98% in Q4 2024, buying an estimated $3.27K and bringing the position to 11,866 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #129.

TAP Consulting first reported a position in SCHD in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.59M in Q2 2021. 1,804 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

TAP Consulting held 11,866 shares of Schwab US Dividend Equity ETF worth $324K as of Q4 2024.
TAP Consulting bought 115 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $3.27K.
Schwab US Dividend Equity ETF made up 0.07% of TAP Consulting's portfolio in Q4 2024, its #129 holding.
TAP Consulting first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 13 quarters since.
TAP Consulting's Schwab US Dividend Equity ETF position peaked at $1.59M in Q2 2021.
1,804 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.