Endurance Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Endurance 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
2023 Q2	$10K	Hold	426	–	–	﹤0.01%	495
2023 Q1	$10K	Hold	426	–	–	﹤0.01%	505
2022 Q4	$11K	Buy	+426	New	+$10.5K	﹤0.01%	474

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Endurance Wealth Management's SCHD Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2023 at 426 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Endurance Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 3 quarters since. The position peaked at $11K in Q4 2022. 1,375 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Endurance Wealth Management held 426 shares of Schwab US Dividend Equity ETF worth $10K as of Q2 2023.
Endurance Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2023.
Schwab US Dividend Equity ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #495 holding.
Endurance Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 3 quarters since.
Endurance Wealth Management's Schwab US Dividend Equity ETF position peaked at $11K in Q4 2022.
1,375 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.