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

Callahan 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
Q4 		– Sell
-8,613
Closed -$203K – 145
2023
Q3 		$203K Buy
+8,613
New +$211K 0.03% 136

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Callahan Advisors's SCHD Position: Q4 2023 in Review

Callahan Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 8,613 shares — an estimated $203K sold.

Callahan Advisors first reported a position in SCHD in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • Callahan Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Callahan Advisors sold 8,613 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $203K.
  • Callahan Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 1 quarter.
  • Callahan Advisors's Schwab US Dividend Equity ETF position peaked at $203K in Q3 2023.
  • 1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Callahan Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.