WR Wealth Planners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WR Wealth Planners’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	$111K	Buy	4,080 +36	+0.9%	+$1.02K	0.04%	218
2024 Q3	$114K	Buy	4,044 +3,894	+2,596%	+$106K	0.03%	250
2024 Q2	$3.89K	Sell	150 -42	-22%	-$1.09K	﹤0.01%	762
2024 Q1	$5.16K	Buy	+192	New	+$4.96K	﹤0.01%	709
2023 Q4	–	Sell	-2,100	Closed	-$49.5K	–	727
2023 Q3	$49.5K	Sell	2,100 -360	-15%	-$8.83K	0.02%	316
2023 Q2	$59.6K	Buy	2,460 +2,394	+3,627%	+$57.2K	0.02%	298
2023 Q1	$1.61K	Buy	66 +45	+214%	+$1.13K	﹤0.01%	796
2022 Q4	$529	Hold	21	–	–	﹤0.01%	445
2022 Q3	$465	Sell	21 -84	-80%	-$2.04K	﹤0.01%	445
2022 Q2	$2.51K	Hold	105	–	–	﹤0.01%	403
2022 Q1	$2.76K	Buy	+105	New	+$2.75K	﹤0.01%	408

Other funds holding SCHD

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

Bank of America Charlotte, North Carolina $1.37T 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

WR Wealth Planners's SCHD Position: Q4 2024 in Review

WR Wealth Planners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.89% in Q4 2024, buying an estimated $1.02K and bringing the position to 4,080 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #218.

WR Wealth Planners first reported a position in SCHD in Q1 2022 and has held it in 11 quarters since. The position peaked at $114K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

WR Wealth Planners held 4,080 shares of Schwab US Dividend Equity ETF worth $111K as of Q4 2024.
WR Wealth Planners bought 36 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $1.02K.
Schwab US Dividend Equity ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #218 holding.
WR Wealth Planners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Schwab US Dividend Equity ETF position peaked at $114K in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.