EisnerAmper Wealth Management Corporate Benefits’s Schwab US Dividend Equity ETF SCHD Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$8.85M	Sell	348,585 -16,635	-5%	-$396K	3.23%	10
2023 Q3	$8.61M	Buy	365,220 +326,826	+851%	+$8.02M	3.84%	10
2023 Q2	$929K	Buy	38,394 +25,038	+187%	+$598K	0.44%	33
2023 Q1	$326K	Buy	13,356 +111	+0.8%	+$2.77K	0.16%	43
2022 Q4	$333K	Buy	+13,245	New	+$327K	0.17%	47
2022 Q2	–	Sell	-7,758	Closed	-$204K	–	49
2022 Q1	$204K	Buy	7,758 +51	+0.7%	+$1.33K	0.1%	50
2021 Q4	$208K	Buy	+7,707	New	+$200K	0.09%	47

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

EisnerAmper Wealth Management Corporate Benefits's SCHD Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q4 2023, selling an estimated $396K and leaving 348,585 shares worth $8.85M. The position accounts for 3.23% of the portfolio, ranked #10.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SCHD in Q4 2021 and has held it in 7 quarters since. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 348,585 shares of Schwab US Dividend Equity ETF worth $8.85M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 16,635 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $396K.
Schwab US Dividend Equity ETF made up 3.23% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #10 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 7 quarters since.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.