Corundum Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Corundum Group’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	–	Sell	-11,214	Closed	-$271K	–	106
2023 Q2	$271K	Hold	11,214	–	–	0.14%	98
2023 Q1	$273K	Hold	11,214	–	–	0.13%	88
2022 Q4	$282K	Hold	11,214	–	–	0.16%	88
2022 Q3	$248K	Hold	11,214	–	–	0.16%	93
2022 Q2	$268K	Hold	11,214	–	–	0.18%	84
2022 Q1	$295K	Hold	11,214	–	–	0.27%	85
2021 Q4	$302K	Hold	11,214	–	–	0.2%	84
2021 Q3	$278K	Hold	11,214	–	–	0.21%	84
2021 Q2	$283K	Hold	11,214	–	–	0.19%	80
2021 Q1	$273K	Hold	11,214	–	–	0.21%	74
2020 Q4	$240K	Hold	11,214	–	–	0.2%	79
2020 Q3	$207K	Buy	+11,214	New	+$206K	0.2%	80

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $162B AUM 16.35% 1-Year Est. Return

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

Corundum Group's SCHD Position: Q3 2023 in Review

Corundum Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 11,214 shares — an estimated $271K sold.

Corundum Group first reported a position in SCHD in Q3 2020 and held it in 12 quarters. The position peaked at $302K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Corundum Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Corundum Group sold 11,214 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $271K.
Corundum Group first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and held it in 12 quarters.
Corundum Group's Schwab US Dividend Equity ETF position peaked at $302K in Q4 2021.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Corundum Group's 13F filing for Q3 2023, filed 17 Oct 2023.