1834 Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

1834 Investment Advisors’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 Q2	–	Sell	-7,716	Closed	-$207K	–	222
2024 Q1	$207K	Buy	+7,716	New	+$199K	0.02%	214
2023 Q3	–	Sell	-14,406	Closed	-$349K	–	241
2023 Q2	$349K	Buy	+14,406	New	+$344K	0.04%	195
2022 Q3	–	Sell	-705	Closed	-$17K	–	404
2022 Q2	$17K	Hold	705	–	–	﹤0.01%	350
2022 Q1	$19K	Hold	705	–	–	﹤0.01%	315
2021 Q4	$19K	Hold	705	–	–	﹤0.01%	339
2021 Q3	$17K	Hold	705	–	–	﹤0.01%	358
2021 Q2	$18K	Hold	705	–	–	﹤0.01%	374
2021 Q1	$17K	Hold	705	–	–	﹤0.01%	344
2020 Q4	$15K	Hold	705	–	–	﹤0.01%	345
2020 Q3	$13K	Hold	705	–	–	﹤0.01%	328
2020 Q2	$12K	Hold	705	–	–	﹤0.01%	317
2020 Q1	$11K	Hold	705	–	–	﹤0.01%	328
2019 Q4	$14K	Hold	705	–	–	﹤0.01%	356
2019 Q3	$13K	Hold	705	–	–	﹤0.01%	360
2019 Q2	$12K	Buy	+705	New	+$12.4K	﹤0.01%	362

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

1834 Investment Advisors's SCHD Position: Q2 2024 in Review

1834 Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 7,716 shares — an estimated $207K sold.

1834 Investment Advisors first reported a position in SCHD in Q2 2019 and held it in 15 quarters. The position peaked at $349K in Q2 2023. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

1834 Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
1834 Investment Advisors sold 7,716 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $207K.
1834 Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and held it in 15 quarters.
1834 Investment Advisors's Schwab US Dividend Equity ETF position peaked at $349K in Q2 2023.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on 1834 Investment Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.