FAM
SCHD icon

Family Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Family Asset 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
2024
Q3 		$15.4K Sell
546
-1,266
-70% -$34.5K 0.01% 171
2024
Q2 		$47K Buy
1,812
+1,719
+1,848% +$44.7K 0.03% 143
2024
Q1 		$2.51K Hold
93
– – ﹤0.01% 176
2023
Q4 		$2.35K Buy
+93
New +$2.22K ﹤0.01% 176

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Asset Management's SCHD Position: Q3 2024 in Review

Family Asset Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 70% in Q3 2024, selling an estimated $34.5K and leaving 546 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #171.

Family Asset Management first reported a position in SCHD in Q4 2023 and has held it in 4 quarters since. The position peaked at $47K in Q2 2024. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

  • Family Asset Management held 546 shares of Schwab US Dividend Equity ETF worth $15.4K as of Q3 2024.
  • Family Asset Management sold 1,266 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $34.5K.
  • Schwab US Dividend Equity ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #171 holding.
  • Family Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 4 quarters since.
  • Family Asset Management's Schwab US Dividend Equity ETF position peaked at $47K in Q2 2024.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.