Bridge Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bridge Advisory’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	$1.44M	Sell	51,165 -2,334	-4%	-$63.6K	0.69%	42
2024 Q2	$1.39M	Sell	53,499 -132	-0.2%	-$3.44K	0.68%	41
2024 Q1	$1.44M	Buy	53,631 +18,927	+55%	+$489K	0.72%	42
2023 Q4	$881K	Buy	+34,704	New	+$827K	0.44%	57
2023 Q3	–	Sell	-9,738	Closed	-$236K	–	150
2023 Q2	$236K	Buy	9,738 +39	+0.4%	+$932	0.09%	119
2023 Q1	$237K	Sell	9,699 -6,081	-39%	-$152K	0.09%	111
2022 Q4	$397K	Buy	+15,780	New	+$389K	0.17%	94
2022 Q3	–	Sell	-10,935	Closed	-$262K	–	123
2022 Q2	$262K	Buy	+10,935	New	+$278K	0.13%	97
2021 Q2	–	Sell	-10,761	Closed	-$262K	–	89
2021 Q1	$262K	Buy	10,761 +9	+0.1%	+$205	0.16%	58
2020 Q4	$230K	Buy	+10,752	New	+$218K	0.11%	73

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

Bridge Advisory's SCHD Position: Q3 2024 in Review

Bridge Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q3 2024, selling an estimated $63.6K and leaving 51,165 shares worth $1.44M. The position accounts for 0.69% of the portfolio, ranked #42.

Bridge Advisory first reported a position in SCHD in Q4 2020 and has held it in 10 quarters since. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Bridge Advisory held 51,165 shares of Schwab US Dividend Equity ETF worth $1.44M as of Q3 2024.
Bridge Advisory sold 2,334 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $63.6K.
Schwab US Dividend Equity ETF made up 0.69% of Bridge Advisory's portfolio in Q3 2024, its #42 holding.
Bridge Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 10 quarters since.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.