Financial Planning & Information Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Planning & Information Services’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	$17.2M	Buy	609,147 +133,347	+28%	+$3.63M	2.37%	16
2024 Q2	$12.3M	Buy	475,800 +52,758	+12%	+$1.37M	1.88%	18
2024 Q1	$11.4M	Buy	423,042 +50,073	+13%	+$1.29M	1.71%	19
2023 Q4	$9.46M	Buy	372,969 +203,496	+120%	+$4.85M	1.49%	20
2023 Q3	$4M	Buy	169,473 +73,872	+77%	+$1.81M	0.74%	27
2023 Q2	$2.31M	Buy	95,601 +51,318	+116%	+$1.23M	0.43%	36
2023 Q1	$1.08M	Buy	44,283 +33,054	+294%	+$826K	0.21%	44
2022 Q4	$283K	Buy	+11,229	New	+$277K	0.06%	72

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Planning & Information Services's SCHD Position: Q3 2024 in Review

Financial Planning & Information Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q3 2024, buying an estimated $3.63M and bringing the position to 609,147 shares worth $17.2M. The position accounts for 2.37% of the portfolio, ranked #16.

Financial Planning & Information Services first reported a position in SCHD in Q4 2022 and has held it in 8 quarters since. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Financial Planning & Information Services held 609,147 shares of Schwab US Dividend Equity ETF worth $17.2M as of Q3 2024.
Financial Planning & Information Services bought 133,347 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $3.63M.
Schwab US Dividend Equity ETF made up 2.37% of Financial Planning & Information Services's portfolio in Q3 2024, its #16 holding.
Financial Planning & Information Services first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 8 quarters since.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.