Columbus Macro’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Columbus Macro’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 Q2	–	Sell	-51,000	Closed	-$1.24M	–	175
2023 Q1	$1.24M	Buy	+51,000	New	+$1.28M	0.46%	72
2020 Q2	–	Sell	-292,530	Closed	-$4.39M	–	153
2020 Q1	$4.39M	Buy	+292,530	New	+$5.25M	1.27%	25

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbus Macro's SCHD Position: Q2 2023 in Review

Columbus Macro sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 51,000 shares — an estimated $1.24M sold.

Columbus Macro first reported a position in SCHD in Q1 2020 and held it in 2 quarters. The position peaked at $4.39M in Q1 2020. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Columbus Macro reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
Columbus Macro sold 51,000 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $1.24M.
Columbus Macro first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 2 quarters.
Columbus Macro's Schwab US Dividend Equity ETF position peaked at $4.39M in Q1 2020.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Columbus Macro's 13F filing for Q2 2023, filed 21 Jul 2023.