CWM
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CarsonAllaria Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CarsonAllaria Wealth Management’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
Q2 		– Sell
-963
Closed -$25.9K – 402
2024
Q1 		$25.9K Buy
+963
New +$24.9K 0.02% 173

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SLI
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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CarsonAllaria Wealth Management's SCHD Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 963 shares — an estimated $25.9K sold.

CarsonAllaria Wealth Management first reported a position in SCHD in Q1 2024 and held it in 1 quarter. The position peaked at $25.9K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 963 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $25.9K.
  • CarsonAllaria Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Schwab US Dividend Equity ETF position peaked at $25.9K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.