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Teachers Insurance & Annuity Association of America’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Teachers Insurance & Annuity Association of America’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
-6,972
Closed -$196K – 78
2024
Q3 		$196K Buy
+6,972
New +$190K 0.3% 31

Other funds holding SCHD

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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 $445B AUM 25.58% 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 $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 $324B AUM 22.36% 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 $432B AUM 30.22% 1-Year Est. Return

Teachers Insurance & Annuity Association of America's SCHD Position: Q4 2024 in Review

Teachers Insurance & Annuity Association of America sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 6,972 shares — an estimated $196K sold.

Teachers Insurance & Annuity Association of America first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $196K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Teachers Insurance & Annuity Association of America reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Teachers Insurance & Annuity Association of America sold 6,972 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $196K.
  • Teachers Insurance & Annuity Association of America first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Teachers Insurance & Annuity Association of America's Schwab US Dividend Equity ETF position peaked at $196K in Q3 2024.
  • 1,804 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Teachers Insurance & Annuity Association of America's 13F filing for Q4 2024, filed 11 Feb 2025.