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

Appleton 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
Q3 		$15.6M Buy
660,036
+625,116
+1,790% +$15.3M 54.37% 1
2023
Q2 		$845K Buy
34,920
+2,430
+7% +$58.1K 1.18% 8
2023
Q1 		$792K Sell
32,490
-608,649
-95% -$15.2M 1.54% 8
2022
Q4 		$16.1M Buy
+641,139
New +$15.8M 23.68% 1

Other funds holding SCHD

LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Appleton Group's SCHD Position: Q3 2023 in Review

Appleton Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,790% in Q3 2023, buying an estimated $15.3M and bringing the position to 660,036 shares worth $15.6M. The position accounts for 54.37% of the portfolio, ranked #1.

Appleton Group first reported a position in SCHD in Q4 2022 and has held it in 4 quarters since. The position peaked at $16.1M in Q4 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • Appleton Group held 660,036 shares of Schwab US Dividend Equity ETF worth $15.6M as of Q3 2023.
  • Appleton Group bought 625,116 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $15.3M.
  • Schwab US Dividend Equity ETF made up 54.37% of Appleton Group's portfolio in Q3 2023, its #1 holding.
  • Appleton Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 4 quarters since.
  • Appleton Group's Schwab US Dividend Equity ETF position peaked at $16.1M in Q4 2022.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.