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Durante & Waters’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Durante & Waters’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
-12,600
Closed -$339K – 32
2024
Q1 		$339K Hold
12,600
– – 0.31% 23
2023
Q4 		$320K Buy
+12,600
New +$300K 0.31% 22

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Durante & Waters's SCHD Position: Q2 2024 in Review

Durante & Waters sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 12,600 shares — an estimated $339K sold.

Durante & Waters first reported a position in SCHD in Q4 2023 and held it in 2 quarters. The position peaked at $339K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Durante & Waters reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Durante & Waters sold 12,600 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $339K.
  • Durante & Waters first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 2 quarters.
  • Durante & Waters's Schwab US Dividend Equity ETF position peaked at $339K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Durante & Waters's 13F filing for Q2 2024, filed 26 Jul 2024.