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Eads & Heald Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eads & Heald Wealth Management’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
Q1 		– Sell
-8,490
Closed -$215K – 150
2023
Q4 		$215K Buy
+8,490
New +$202K 0.1% 142

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CSIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Eads & Heald Wealth Management's SCHD Position: Q1 2024 in Review

Eads & Heald Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 8,490 shares — an estimated $215K sold.

Eads & Heald Wealth Management first reported a position in SCHD in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

  • Eads & Heald Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 8,490 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $215K.
  • Eads & Heald Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 1 quarter.
  • Eads & Heald Wealth Management's Schwab US Dividend Equity ETF position peaked at $215K in Q4 2023.
  • 1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.