Archford Capital Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Archford Capital Strategies’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 Q2	–	Sell	-7,584	Closed	-$204K	–	272
2024 Q1	$204K	Buy	+7,584	New	+$196K	0.03%	251
2023 Q4	–	Sell	-38,328	Closed	-$904K	–	279
2023 Q3	$904K	Sell	38,328 -140,817	-79%	-$3.46M	0.18%	127
2023 Q2	$4.5M	Buy	179,145 +4,635	+3%	+$111K	0.85%	26
2023 Q1	$4.25M	Sell	174,510 -4,794	-3%	-$120K	0.89%	25
2022 Q4	$4.51M	Sell	179,304 -21,069	-11%	-$520K	1.04%	25
2022 Q3	$4.44M	Buy	200,373 +5,841	+3%	+$142K	1.15%	20
2022 Q2	$4.64M	Buy	194,532 +8,304	+4%	+$211K	1.17%	20
2022 Q1	$4.9M	Buy	186,228 +134,235	+258%	+$3.52M	1.09%	25
2021 Q4	$1.4M	Sell	51,993 -63	-0.1%	-$1.64K	0.32%	80
2021 Q3	$1.29M	Buy	+52,056	New	+$1.32M	0.3%	85

Other funds holding SCHD

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

RJFSA

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

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

Archford Capital Strategies's SCHD Position: Q2 2024 in Review

Archford Capital Strategies sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 7,584 shares — an estimated $204K sold.

Archford Capital Strategies first reported a position in SCHD in Q3 2021 and held it in 10 quarters. The position peaked at $4.9M in Q1 2022. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Archford Capital Strategies reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Archford Capital Strategies sold 7,584 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $204K.
Archford Capital Strategies first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and held it in 10 quarters.
Archford Capital Strategies's Schwab US Dividend Equity ETF position peaked at $4.9M in Q1 2022.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Archford Capital Strategies's 13F filing for Q2 2024, filed 17 Jul 2024.