Alterity Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Alterity Financial Group’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
2023 Q4	$383K	Buy	15,105 +702	+5%	+$16.7K	0.55%	49
2023 Q3	$340K	Sell	14,403 -456	-3%	-$11.2K	0.54%	51
2023 Q2	$360K	Sell	14,859 -81	-0.5%	-$1.94K	0.52%	50
2023 Q1	$364K	Buy	14,940 +1,032	+7%	+$25.8K	0.53%	48
2022 Q4	$350K	Buy	13,908 +1,329	+11%	+$32.8K	0.57%	47
2022 Q3	$279K	Buy	12,579 +351	+3%	+$8.53K	0.45%	60
2022 Q2	$292K	Buy	+12,228	New	+$311K	0.43%	61
2021 Q4	$275K	Buy	+10,203	New	+$265K	0.29%	79
2021 Q1	$310K	Buy	+11,793	New	+$268K	0.37%	62

Other funds holding SCHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Alterity Financial Group's SCHD Position: Q4 2023 in Review

Alterity Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q4 2023, buying an estimated $16.7K and bringing the position to 15,105 shares worth $383K. The position accounts for 0.55% of the portfolio, ranked #49.

Alterity Financial Group first reported a position in SCHD in Q1 2021 and has held it in 9 quarters since. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Alterity Financial Group held 15,105 shares of Schwab US Dividend Equity ETF worth $383K as of Q4 2023.
Alterity Financial Group bought 702 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $16.7K.
Schwab US Dividend Equity ETF made up 0.55% of Alterity Financial Group's portfolio in Q4 2023, its #49 holding.
Alterity Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 9 quarters since.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.