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

Capstone 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
Q4 		– Sell
-9,123
Closed -$215K – 156
2023
Q3 		$215K Buy
+9,123
New +$224K 0.02% 121

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CSIA
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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

Capstone Financial Advisors's SCHD Position: Q4 2023 in Review

Capstone Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 9,123 shares — an estimated $215K sold.

Capstone Financial Advisors first reported a position in SCHD in Q3 2023 and held it in 1 quarter. The position peaked at $215K in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • Capstone Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Capstone Financial Advisors sold 9,123 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $215K.
  • Capstone Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 1 quarter.
  • Capstone Financial Advisors's Schwab US Dividend Equity ETF position peaked at $215K in Q3 2023.
  • 1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Capstone Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.