Wintrust Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wintrust Investments’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	$370K	Buy	13,563 +453	+3%	+$12.9K	0.33%	52
2024 Q3	$369K	Sell	13,110 -118,686	-90%	-$3.23M	0.27%	63
2024 Q2	$3.42M	Buy	131,796 +14,007	+12%	+$365K	0.28%	60
2024 Q1	$3.17M	Buy	117,789 +7,488	+7%	+$193K	0.28%	72
2023 Q4	$2.8M	Sell	110,301 -378	-0.3%	-$9.01K	0.27%	78
2023 Q3	$2.61M	Buy	110,679 +6,348	+6%	+$156K	0.27%	79
2023 Q2	$2.53M	Buy	104,331 +10,497	+11%	+$251K	0.25%	85
2023 Q1	$2.29M	Buy	93,834 +84,180	+872%	+$2.1M	0.29%	68
2022 Q4	$243K	Buy	+9,654	New	+$238K	0.03%	323
2018 Q1	–	Sell	-78,051	Closed	-$1.33M	–	287
2017 Q4	$1.33M	Buy	78,051 +23,097	+42%	+$379K	0.31%	72
2017 Q3	$857K	Buy	54,954 +27,051	+97%	+$414K	0.22%	106
2017 Q2	$419K	Buy	27,903 +8,448	+43%	+$127K	0.11%	188
2017 Q1	$289K	Buy	+19,455	New	+$287K	0.08%	235

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Wintrust Investments's SCHD Position: Q4 2024 in Review

Wintrust Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q4 2024, buying an estimated $12.9K and bringing the position to 13,563 shares worth $370K. The position accounts for 0.33% of the portfolio, ranked #52.

Wintrust Investments first reported a position in SCHD in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.42M in Q2 2024. 1,805 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Wintrust Investments held 13,563 shares of Schwab US Dividend Equity ETF worth $370K as of Q4 2024.
Wintrust Investments bought 453 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $12.9K.
Schwab US Dividend Equity ETF made up 0.33% of Wintrust Investments's portfolio in Q4 2024, its #52 holding.
Wintrust Investments first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 13 quarters since.
Wintrust Investments's Schwab US Dividend Equity ETF position peaked at $3.42M in Q2 2024.
1,805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.