FIS
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Fischer Investment Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fischer Investment Strategies’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
Q4 		– Sell
-12,984
Closed -$306K – 32
2023
Q3 		$306K Sell
12,984
-948
-7% -$23.3K 0.31% 24
2023
Q2 		$337K Buy
+13,932
New +$333K 0.31% 23

Other funds holding SCHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Fischer Investment Strategies's SCHD Position: Q4 2023 in Review

Fischer Investment Strategies sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 12,984 shares — an estimated $306K sold.

Fischer Investment Strategies first reported a position in SCHD in Q2 2023 and held it in 2 quarters. The position peaked at $337K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • Fischer Investment Strategies reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Fischer Investment Strategies sold 12,984 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $306K.
  • Fischer Investment Strategies first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 2 quarters.
  • Fischer Investment Strategies's Schwab US Dividend Equity ETF position peaked at $337K in Q2 2023.
  • 1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Fischer Investment Strategies's 13F filing for Q4 2023, filed 12 Feb 2024.