EFH
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Eaton Financial Holdings’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eaton Financial Holdings’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
-34,521
Closed -$836K – 158
2023
Q2 		$836K Buy
34,521
+8,664
+34% +$207K 0.63% 28
2023
Q1 		$631K Buy
25,857
+783
+3% +$19.6K 0.49% 34
2022
Q4 		$631K Buy
+25,074
New +$619K 0.54% 36

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Bank of America
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Morgan Stanley
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eaton Financial Holdings's SCHD Position: Q3 2023 in Review

Eaton Financial Holdings sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 34,521 shares — an estimated $836K sold.

Eaton Financial Holdings first reported a position in SCHD in Q4 2022 and held it in 3 quarters. The position peaked at $836K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • Eaton Financial Holdings reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 34,521 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $836K.
  • Eaton Financial Holdings first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 3 quarters.
  • Eaton Financial Holdings's Schwab US Dividend Equity ETF position peaked at $836K in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Eaton Financial Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.