Bryant Woods Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bryant Woods Investment 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
2024 Q3	–	Sell	-21,660	Closed	-$511K	–	49
2024 Q2	$511K	Buy	+21,660	New	+$564K	0.37%	27
2023 Q4	–	Sell	-21,660	Closed	-$511K	–	45
2023 Q3	$511K	Buy	21,660 +111	+0.5%	+$2.72K	0.37%	27
2023 Q2	$522K	Buy	21,549 +12	+0.1%	+$287	0.37%	29
2023 Q1	$525K	Buy	21,537 +60	+0.3%	+$1.5K	0.41%	27
2022 Q4	$541K	Hold	21,477	–	–	0.46%	25
2022 Q3	$476K	Hold	21,477	–	–	0.45%	27
2022 Q2	$513K	Hold	21,477	–	–	0.48%	26
2022 Q1	$565K	Hold	21,477	–	–	0.46%	25
2021 Q4	$579K	Buy	+21,477	New	+$558K	0.45%	25

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

Bryant Woods Investment Advisors's SCHD Position: Q3 2024 in Review

Bryant Woods Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 21,660 shares — an estimated $511K sold.

Bryant Woods Investment Advisors first reported a position in SCHD in Q4 2021 and held it in 9 quarters. The position peaked at $579K in Q4 2021. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Bryant Woods Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
Bryant Woods Investment Advisors sold 21,660 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $511K.
Bryant Woods Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 9 quarters.
Bryant Woods Investment Advisors's Schwab US Dividend Equity ETF position peaked at $579K in Q4 2021.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Bryant Woods Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.