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

Aspire 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 Q3	$2.53M	Sell	89,835 -60,852	-40%	-$1.66M	1.36%	17
2024 Q2	$3.91M	Sell	150,687 -92,865	-38%	-$2.42M	2.23%	15
2024 Q1	$6.55M	Sell	243,552 -33,498	-12%	-$865K	3.95%	8
2023 Q4	$7.03M	Sell	277,050 -61,473	-18%	-$1.46M	4.78%	5
2023 Q3	$7.98M	Sell	338,523 -15,174	-4%	-$372K	6.07%	1
2023 Q2	$8.56M	Sell	353,697 -1,032	-0.3%	-$24.7K	6.48%	1
2023 Q1	$8.65M	Buy	354,729 +2,460	+0.7%	+$61.5K	7.02%	1
2022 Q4	$8.87M	Buy	352,269 +13,071	+4%	+$323K	7.73%	1
2022 Q3	$7.51M	Buy	339,198 +15,459	+5%	+$376K	7.08%	1
2022 Q2	$7.73M	Buy	323,739 +10,515	+3%	+$267K	7.12%	1
2022 Q1	$8.24M	Buy	313,224 +35,880	+13%	+$940K	6.52%	1
2021 Q4	$7.47M	Buy	+277,344	New	+$7.21M	6.05%	1

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspire Wealth Management's SCHD Position: Q3 2024 in Review

Aspire Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q3 2024, selling an estimated $1.66M and leaving 89,835 shares worth $2.53M. The position accounts for 1.36% of the portfolio, ranked #17.

Aspire Wealth Management first reported a position in SCHD in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.87M in Q4 2022. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Aspire Wealth Management held 89,835 shares of Schwab US Dividend Equity ETF worth $2.53M as of Q3 2024.
Aspire Wealth Management sold 60,852 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $1.66M.
Schwab US Dividend Equity ETF made up 1.36% of Aspire Wealth Management's portfolio in Q3 2024, its #17 holding.
Aspire Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Schwab US Dividend Equity ETF position peaked at $8.87M in Q4 2022.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.