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CoreFirst Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CoreFirst Bank & Trust’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
-3,120
Closed -$73.6K – 396
2023
Q3 		$73.6K Hold
3,120
– – 0.05% 196
2023
Q2 		$75.5K Buy
+3,120
New +$74.5K 0.05% 191

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LPL Financial
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
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

CoreFirst Bank & Trust's SCHD Position: Q4 2023 in Review

CoreFirst Bank & Trust sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 3,120 shares — an estimated $73.6K sold.

CoreFirst Bank & Trust first reported a position in SCHD in Q2 2023 and held it in 2 quarters. The position peaked at $75.5K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • CoreFirst Bank & Trust reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 3,120 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $73.6K.
  • CoreFirst Bank & Trust first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 2 quarters.
  • CoreFirst Bank & Trust's Schwab US Dividend Equity ETF position peaked at $75.5K in Q2 2023.
  • 1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2023, filed 18 Mar 2024.