Berry Wealth Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Berry Wealth Group’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	–	Sell	-8,253	Closed	-$214K	–	101
2024 Q2	$214K	Sell	8,253 -144,429	-95%	-$3.76M	0.17%	74
2024 Q1	$4.1M	Sell	152,682 -7,374	-5%	-$191K	3.4%	11
2023 Q4	$4.06M	Buy	+160,056	New	+$3.81M	3.74%	11

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

Berry Wealth Group's SCHD Position: Q3 2024 in Review

Berry Wealth Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 8,253 shares — an estimated $214K sold.

Berry Wealth Group first reported a position in SCHD in Q4 2023 and held it in 3 quarters. The position peaked at $4.1M in Q1 2024. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Berry Wealth Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
Berry Wealth Group sold 8,253 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $214K.
Berry Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 3 quarters.
Berry Wealth Group's Schwab US Dividend Equity ETF position peaked at $4.1M in Q1 2024.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Berry Wealth Group's 13F filing for Q3 2024, filed 21 Oct 2024.