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

Able 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
Q1 		– Sell
-3
Closed -$76 – 473
2023
Q4 		$76 Buy
+3
New +$71 ﹤0.01% 602

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Bank of America
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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SLI
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RJFSA
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Able Wealth Management's SCHD Position: Q1 2024 in Review

Able Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 3 shares — an estimated $76 sold.

Able Wealth Management first reported a position in SCHD in Q4 2023 and held it in 1 quarter. The position peaked at $76 in Q4 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

  • Able Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 3 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $76.
  • Able Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Schwab US Dividend Equity ETF position peaked at $76 in Q4 2023.
  • 1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.