9258 Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

9258 Wealth Management’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 Q3	$870K	Buy	30,894 +3,528	+13%	+$96.1K	0.13%	134
2024 Q2	$709K	Buy	27,366 +2,145	+9%	+$55.8K	0.11%	156
2024 Q1	$678K	Buy	+25,221	New	+$652K	0.11%	162
2022 Q3	–	Sell	-8,784	Closed	-$210K	–	340
2022 Q2	$210K	Hold	8,784	–	–	0.05%	309
2022 Q1	$231K	Sell	8,784 -2,937	-25%	-$76.9K	0.05%	325
2021 Q4	$316K	Buy	+11,721	New	+$304K	0.07%	275

Other funds holding SCHD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

9258 Wealth Management's SCHD Position: Q3 2024 in Review

9258 Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q3 2024, buying an estimated $96.1K and bringing the position to 30,894 shares worth $870K. The position accounts for 0.13% of the portfolio, ranked #134.

9258 Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 6 quarters since. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

9258 Wealth Management held 30,894 shares of Schwab US Dividend Equity ETF worth $870K as of Q3 2024.
9258 Wealth Management bought 3,528 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $96.1K.
Schwab US Dividend Equity ETF made up 0.13% of 9258 Wealth Management's portfolio in Q3 2024, its #134 holding.
9258 Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 6 quarters since.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.