Baldwin Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Baldwin Wealth Partners’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	-1,647	Closed	-$44.3K	–	819
2024 Q1	$44.3K	Hold	1,647	–	–	﹤0.01%	384
2023 Q4	$41.8K	Hold	1,647	–	–	﹤0.01%	398
2023 Q3	$38.8K	Hold	1,647	–	–	﹤0.01%	427
2023 Q2	$39.9K	Hold	1,647	–	–	﹤0.01%	441
2023 Q1	$40.2K	Hold	1,647	–	–	﹤0.01%	441
2022 Q4	$41.5K	Buy	1,647 +1,500	+1,020%	+$37K	﹤0.01%	439
2022 Q3	$3K	Hold	147	–	–	﹤0.01%	605
2022 Q2	$4K	Hold	147	–	–	﹤0.01%	614
2022 Q1	$4K	Hold	147	–	–	﹤0.01%	619
2021 Q4	$4K	Hold	147	–	–	﹤0.01%	579
2021 Q3	$4K	Hold	147	–	–	﹤0.01%	594
2021 Q2	$4K	Hold	147	–	–	﹤0.01%	598
2021 Q1	$4K	Hold	147	–	–	﹤0.01%	575
2020 Q4	$3K	Hold	147	–	–	﹤0.01%	520
2020 Q3	$3K	Hold	147	–	–	﹤0.01%	499
2020 Q2	$3K	Hold	147	–	–	﹤0.01%	498
2020 Q1	$2K	Hold	147	–	–	﹤0.01%	521
2019 Q4	$3K	Hold	147	–	–	﹤0.01%	505
2019 Q3	$3K	Hold	147	–	–	﹤0.01%	493
2019 Q2	$3K	Hold	147	–	–	﹤0.01%	487
2019 Q1	$3K	Hold	147	–	–	﹤0.01%	486
2018 Q4	$2K	Hold	147	–	–	﹤0.01%	486
2018 Q3	$3K	Hold	147	–	–	﹤0.01%	499
2018 Q2	$2K	Hold	147	–	–	﹤0.01%	498
2018 Q1	$2K	Buy	+147	New	+$2.51K	﹤0.01%	476

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

Baldwin Wealth Partners's SCHD Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 1,647 shares — an estimated $44.3K sold.

Baldwin Wealth Partners first reported a position in SCHD in Q1 2018 and held it in 25 quarters. The position peaked at $44.3K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Baldwin Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,647 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $44.3K.
Baldwin Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 25 quarters.
Baldwin Wealth Partners's Schwab US Dividend Equity ETF position peaked at $44.3K in Q1 2024.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.