EMFO LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

EMFO LLC’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	$23.8K	Hold	918	–	–	0.02%	187
2024 Q1	$24.7K	Buy	918 +6	+0.7%	+$155	0.02%	182
2023 Q4	$23.1K	Buy	912 +9	+1%	+$214	0.02%	184
2023 Q3	$21.3K	Buy	903 +9	+1%	+$221	0.02%	196
2023 Q2	$21.6K	Buy	894 +9	+1%	+$215	0.02%	205
2023 Q1	$21.6K	Buy	885 +6	+0.7%	+$150	0.02%	204
2022 Q4	$22.1K	Buy	879 +9	+1%	+$222	0.02%	190
2022 Q3	$19K	Buy	870 +6	+0.7%	+$146	0.02%	222
2022 Q2	$21K	Buy	864 +9	+1%	+$229	0.02%	221
2022 Q1	$22K	Buy	855 +6	+0.7%	+$157	0.02%	232
2021 Q4	$23K	Buy	849 +6	+0.7%	+$156	0.02%	240
2021 Q3	$21K	Buy	843 +6	+0.7%	+$152	0.02%	252
2021 Q2	$21K	Buy	+837	New	+$21.1K	0.02%	246

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

EMFO LLC's SCHD Position: Q2 2024 in Review

EMFO LLC held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2024 at 918 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #187.

EMFO LLC first reported a position in SCHD in Q2 2021 and has held it in 13 quarters since. The position peaked at $24.7K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

EMFO LLC held 918 shares of Schwab US Dividend Equity ETF worth $23.8K as of Q2 2024.
EMFO LLC left its Schwab US Dividend Equity ETF share count unchanged in Q2 2024.
Schwab US Dividend Equity ETF made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #187 holding.
EMFO LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Schwab US Dividend Equity ETF position peaked at $24.7K in Q1 2024.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.