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Freedom Wealth Alliance’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Freedom Wealth Alliance’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 		– Sell
-8,688
Closed -$212K – 68
2023
Q1 		$212K Hold
8,688
– – 0.32% 57
2022
Q4 		$219K Buy
+8,688
New +$214K 0.31% 49

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Ameriprise
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Morgan Stanley
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Wealthfront Advisers
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Wealth Alliance's SCHD Position: Q2 2023 in Review

Freedom Wealth Alliance sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 8,688 shares — an estimated $212K sold.

Freedom Wealth Alliance first reported a position in SCHD in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

  • Freedom Wealth Alliance reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 8,688 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $212K.
  • Freedom Wealth Alliance first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 2 quarters.
  • Freedom Wealth Alliance's Schwab US Dividend Equity ETF position peaked at $219K in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Freedom Wealth Alliance's 13F filing for Q2 2023, filed 18 Jul 2023.