FCG
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Financial Connections Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Connections Group’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 		– Sell
-93
Closed -$2K – 311
2024
Q2 		$2K Buy
+93
New +$2.42K ﹤0.01% 302

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SLI
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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

Financial Connections Group's SCHD Position: Q3 2024 in Review

Financial Connections Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 93 shares — an estimated $2K sold.

Financial Connections Group first reported a position in SCHD in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

  • Financial Connections Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Connections Group sold 93 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $2K.
  • Financial Connections Group first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 1 quarter.
  • Financial Connections Group's Schwab US Dividend Equity ETF position peaked at $2K in Q2 2024.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.