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

Column Capital 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 Q3	$339K	Buy	14,364 +11,889	+480%	+$292K	0.05%	105
2023 Q2	$59.9K	Hold	2,475	–	–	0.01%	301
2023 Q1	$60.4K	Buy	2,475 +45	+2%	+$1.13K	0.01%	296
2022 Q4	$61.2K	Buy	2,430 +60	+3%	+$1.48K	0.01%	271
2022 Q3	$52K	Buy	2,370 +90	+4%	+$2.19K	0.01%	268
2022 Q2	$54K	Buy	2,280 +60	+3%	+$1.53K	0.01%	267
2022 Q1	$58K	Buy	2,220 +225	+11%	+$5.89K	0.01%	274
2021 Q4	$54K	Hold	1,995	–	–	0.01%	287
2021 Q3	$49K	Buy	1,995 +75	+4%	+$1.91K	0.01%	271
2021 Q2	$48K	Buy	1,920 +120	+7%	+$3.03K	0.01%	279
2021 Q1	$44K	Buy	1,800 +240	+15%	+$5.46K	0.01%	291
2020 Q4	$33K	Buy	1,560 +30	+2%	+$608	0.01%	329
2020 Q3	$28K	Buy	1,530 +150	+11%	+$2.76K	0.01%	325
2020 Q2	$23K	Buy	1,380 +45	+3%	+$760	0.01%	357
2020 Q1	$20K	Buy	1,335 +75	+6%	+$1.35K	0.01%	312
2019 Q4	$24K	Buy	+1,260	New	+$23.6K	0.01%	342

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

AAS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Column Capital Advisors's SCHD Position: Q3 2023 in Review

Column Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 480% in Q3 2023, buying an estimated $292K and bringing the position to 14,364 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #105.

Column Capital Advisors first reported a position in SCHD in Q4 2019 and has held it in 16 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Column Capital Advisors held 14,364 shares of Schwab US Dividend Equity ETF worth $339K as of Q3 2023.
Column Capital Advisors bought 11,889 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $292K.
Schwab US Dividend Equity ETF made up 0.05% of Column Capital Advisors's portfolio in Q3 2023, its #105 holding.
Column Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 16 quarters since.
1,382 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.