BFA
SCHD icon

Bragg Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bragg Financial 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
2023
Q3 		– Sell
-10,302
Closed -$249K – 323
2023
Q2 		$249K Sell
10,302
-3
-0% -$72 0.01% 298
2023
Q1 		$251K Hold
10,305
– – 0.01% 292
2022
Q4 		$259K Buy
+10,305
New +$254K 0.02% 283

Other funds holding SCHD

LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bragg Financial Advisors's SCHD Position: Q3 2023 in Review

Bragg Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 10,302 shares — an estimated $249K sold.

Bragg Financial Advisors first reported a position in SCHD in Q4 2022 and held it in 3 quarters. The position peaked at $259K in Q4 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • Bragg Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 10,302 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $249K.
  • Bragg Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 3 quarters.
  • Bragg Financial Advisors's Schwab US Dividend Equity ETF position peaked at $259K in Q4 2022.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Bragg Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.