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

DCM 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
2024 Q2	–	Sell	-8,403	Closed	-$226K	–	72
2024 Q1	$226K	Hold	8,403	–	–	0.09%	73
2023 Q4	$213K	Buy	+8,403	New	+$200K	0.08%	112
2023 Q3	–	Sell	-8,403	Closed	-$203K	–	79
2023 Q2	$203K	Hold	8,403	–	–	0.09%	76
2023 Q1	$205K	Hold	8,403	–	–	0.1%	72
2022 Q4	$212K	Buy	+8,403	New	+$207K	0.1%	70

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

DCM Advisors's SCHD Position: Q2 2024 in Review

DCM Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 8,403 shares — an estimated $226K sold.

DCM Advisors first reported a position in SCHD in Q4 2022 and held it in 5 quarters. The position peaked at $226K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

DCM Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
DCM Advisors sold 8,403 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $226K.
DCM Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 5 quarters.
DCM Advisors's Schwab US Dividend Equity ETF position peaked at $226K in Q1 2024.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.