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

Birchcreek 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	–	Sell	-16,416	Closed	-$426K	–	143
2024 Q2	$426K	Sell	16,416 -8,085	-33%	-$210K	0.24%	87
2024 Q1	$658K	Sell	24,501 -147	-0.6%	-$3.8K	0.35%	67
2023 Q4	$625K	Sell	24,648 -753	-3%	-$17.9K	0.37%	66
2023 Q3	$599K	Sell	25,401 -11,340	-31%	-$278K	0.41%	63
2023 Q2	$889K	Buy	36,741 +8,286	+29%	+$198K	0.62%	45
2023 Q1	$694K	Buy	+28,455	New	+$711K	0.55%	47

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

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

Birchcreek Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 16,416 shares — an estimated $426K sold.

Birchcreek Wealth Management first reported a position in SCHD in Q1 2023 and held it in 6 quarters. The position peaked at $889K in Q2 2023. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Birchcreek Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 16,416 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $426K.
Birchcreek Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 6 quarters.
Birchcreek Wealth Management's Schwab US Dividend Equity ETF position peaked at $889K in Q2 2023.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.