BW Gestao de Investimentos’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BW Gestao de Investimentos’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 Q1	–	Sell	-839,310	Closed	-$21.3M	–	109
2023 Q4	$21.3M	Sell	839,310 -101,805	-11%	-$2.43M	0.68%	36
2023 Q3	$22.2M	Buy	941,115 +437,115	+87%	+$10.7M	2.6%	9
2023 Q2	$12.2M	Hold	504,000	–	–	1.8%	21
2023 Q1	$12.3M	Buy	+504,000	New	+$12.6M	1.75%	17

Other funds holding SCHD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BW Gestao de Investimentos's SCHD Position: Q1 2024 in Review

BW Gestao de Investimentos sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 839,310 shares — an estimated $21.3M sold.

BW Gestao de Investimentos first reported a position in SCHD in Q1 2023 and held it in 4 quarters. The position peaked at $22.2M in Q3 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

BW Gestao de Investimentos reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
BW Gestao de Investimentos sold 839,310 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $21.3M.
BW Gestao de Investimentos first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 4 quarters.
BW Gestao de Investimentos's Schwab US Dividend Equity ETF position peaked at $22.2M in Q3 2023.
1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on BW Gestao de Investimentos's 13F filing for Q1 2024, filed 2 May 2024.