Bayesian Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bayesian Capital 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
2023 Q3	–	Sell	-12,591	Closed	-$305K	–	962
2023 Q2	$305K	Buy	+12,591	New	+$301K	0.03%	535
2020 Q2	–	Sell	-18,849	Closed	-$283K	–	749
2020 Q1	$283K	Buy	+18,849	New	+$338K	0.06%	476

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bayesian Capital Management's SCHD Position: Q3 2023 in Review

Bayesian Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 12,591 shares — an estimated $305K sold.

Bayesian Capital Management first reported a position in SCHD in Q1 2020 and held it in 2 quarters. The position peaked at $305K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Bayesian Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Bayesian Capital Management sold 12,591 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $305K.
Bayesian Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 2 quarters.
Bayesian Capital Management's Schwab US Dividend Equity ETF position peaked at $305K in Q2 2023.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Bayesian Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.