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Alpha Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Alpha Financial Partners’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 		– Sell
-45,549
Closed -$1.28M – 141
2024
Q3 		$1.28M Buy
+45,549
New +$1.24M 0.92% 27

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SLI
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AAS
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Raymond James Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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Alpha Financial Partners's SCHD Position: Q4 2024 in Review

Alpha Financial Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 45,549 shares — an estimated $1.28M sold.

Alpha Financial Partners first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $1.28M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Alpha Financial Partners reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 45,549 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $1.28M.
  • Alpha Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Schwab US Dividend Equity ETF position peaked at $1.28M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.