First Capital Advisors Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Capital Advisors 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
2023 Q2	$9.68K	Hold	399	–	–	0.01%	556
2023 Q1	$9.74K	Sell	399 -282	-41%	-$7.05K	0.01%	191
2022 Q4	$17.2K	Buy	681 +636	+1,413%	+$15.7K	0.01%	195
2022 Q3	$1K	Buy	+45	New	+$1.09K	﹤0.01%	211
2018 Q2	–	Sell	-2,814	Closed	-$46K	–	653
2018 Q1	$46K	Buy	+2,814	New	+$48K	0.03%	280

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.7B AUM 17.31% 1-Year Est. Return

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

First Capital Advisors Group's SCHD Position: Q2 2023 in Review

First Capital Advisors Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2023 at 399 shares worth $9.68K. The position accounts for 0.01% of the portfolio, ranked #556.

First Capital Advisors Group first reported a position in SCHD in Q1 2018 and has held it in 5 quarters since. The position peaked at $46K in Q1 2018. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

First Capital Advisors Group held 399 shares of Schwab US Dividend Equity ETF worth $9.68K as of Q2 2023.
First Capital Advisors Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2023.
Schwab US Dividend Equity ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #556 holding.
First Capital Advisors Group first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's Schwab US Dividend Equity ETF position peaked at $46K in Q1 2018.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.