Atlas Private Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atlas Private Wealth Advisors’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 Q1	–	Sell	-11,064	Closed	-$281K	–	157
2023 Q4	$281K	Sell	11,064 -723	-6%	-$17.2K	0.05%	127
2023 Q3	$278K	Sell	11,787 -15,990	-58%	-$392K	0.05%	149
2023 Q2	$672K	Buy	27,777 +10,929	+65%	+$261K	0.14%	94
2023 Q1	$411K	Sell	16,848 -13,224	-44%	-$331K	0.19%	87
2022 Q4	$757K	Sell	30,072 -20,196	-40%	-$498K	0.4%	56
2022 Q3	$1.11M	Sell	50,268 -4,383	-8%	-$106K	0.67%	32
2022 Q2	$1.3M	Sell	54,651 -631,368	-92%	-$16.1M	0.78%	29
2022 Q1	$18M	Buy	686,019 +416,625	+155%	+$10.9M	8.01%	1
2021 Q4	$7.26M	Buy	269,394 +210,237	+355%	+$5.46M	3.36%	5
2021 Q3	$1.46M	Buy	59,157 +59,115	+140,750%	+$1.5M	0.76%	25
2021 Q2	$1K	Buy	+42	New	+$1.06K	﹤0.01%	756

Other funds holding SCHD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

RJFSA

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

Atlas Private Wealth Advisors's SCHD Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 11,064 shares — an estimated $281K sold.

Atlas Private Wealth Advisors first reported a position in SCHD in Q2 2021 and held it in 11 quarters. The position peaked at $18M in Q1 2022. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 11,064 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $281K.
Atlas Private Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 11 quarters.
Atlas Private Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $18M in Q1 2022.
1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.