DB Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DB Wealth Management 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 Q4	$151K	Hold	5,943	–	–	0.09%	100
2023 Q3	$140K	Hold	5,943	–	–	0.09%	99
2023 Q2	$144K	Hold	5,943	–	–	0.09%	93
2023 Q1	$145K	Hold	5,943	–	–	0.09%	90
2022 Q4	$150K	Hold	5,943	–	–	0.1%	86
2022 Q3	$132K	Hold	5,943	–	–	0.09%	94
2022 Q2	$142K	Hold	5,943	–	–	0.1%	91
2022 Q1	$156K	Hold	5,943	–	–	0.09%	97
2021 Q4	$160K	Hold	5,943	–	–	0.09%	97
2021 Q3	$147K	Hold	5,943	–	–	0.09%	101
2021 Q2	$150K	Hold	5,943	–	–	0.1%	100
2021 Q1	$144K	Hold	5,943	–	–	0.1%	96
2020 Q4	$127K	Buy	+5,943	New	+$121K	0.09%	101

Other funds holding SCHD

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

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

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

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

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

DB Wealth Management Group's SCHD Position: Q4 2023 in Review

DB Wealth Management Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q4 2023 at 5,943 shares worth $151K. The position accounts for 0.09% of the portfolio, ranked #100.

DB Wealth Management Group first reported a position in SCHD in Q4 2020 and has held it in 13 quarters since. The position peaked at $160K in Q4 2021. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

DB Wealth Management Group held 5,943 shares of Schwab US Dividend Equity ETF worth $151K as of Q4 2023.
DB Wealth Management Group left its Schwab US Dividend Equity ETF share count unchanged in Q4 2023.
Schwab US Dividend Equity ETF made up 0.09% of DB Wealth Management Group's portfolio in Q4 2023, its #100 holding.
DB Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $160K in Q4 2021.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.