EFN
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Equita Financial Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Equita Financial Network’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 		– Sell
-10,485
Closed -$282K – 81
2024
Q1 		$282K Buy
+10,485
New +$271K 0.13% 63

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AAS
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Bank of America
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Equita Financial Network's SCHD Position: Q2 2024 in Review

Equita Financial Network sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 10,485 shares — an estimated $282K sold.

Equita Financial Network first reported a position in SCHD in Q1 2024 and held it in 1 quarter. The position peaked at $282K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Equita Financial Network reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Equita Financial Network sold 10,485 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $282K.
  • Equita Financial Network first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 1 quarter.
  • Equita Financial Network's Schwab US Dividend Equity ETF position peaked at $282K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Equita Financial Network's 13F filing for Q2 2024, filed 31 Jul 2024.