SCHD — SCHWAB US DIVIDEND

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in SCHWAB US DIVIDEND (SCHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.6% (2023 Q3)
Avg. % of fund
1.48%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 174,673 +9,051 +5.5% 1.73% $4.8M $27.43
2025 Q3 REDUCED 165,622 -1,650 -1.0% 1.71% $4.5M $27.02
2025 Q2 ADDED 167,272 +105 +0.1% 1.81% $4.4M $25.98
2025 Q1 ADDED 167,167 +8,191 +5.2% 2.14% $4.7M $27.15
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHD price (monthly, adj. close)

Other funds also holding SCHD

As of 2025 Q4 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 48.03% PLANNING DIRECTIONS INC 3Y 7Y 18.59% Fidelis Wealth Advisors LLC 17.45% HHM Wealth Advisors, LLC 3Y 7Y 16.2% BURKETT FINANCIAL SERVICES, LLC 16.16% Whelan Financial 3Y 15.25% truNorth Financial Services, Inc. 14.04% SURIENCE PRIVATE WEALTH LLC 3Y 12.63% Clark Wealth Partners 12.51% Paradigm, Strategies in Wealth Management, LLC 3Y 12.33%
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