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

Claris 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
Q4 		– Sell
-900
Closed -$25.4K – 940
2024
Q3 		$25.4K Buy
+900
New +$24.5K 0.01% 173

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Claris Advisors's SCHD Position: Q4 2024 in Review

Claris Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 900 shares — an estimated $25.4K sold.

Claris Advisors first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $25.4K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Claris Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 900 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $25.4K.
  • Claris Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Schwab US Dividend Equity ETF position peaked at $25.4K in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.