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FSA Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FSA Wealth Management’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
Q1 		– Sell
-7,266
Closed -$184K – 634
2023
Q4 		$184K Buy
+7,266
New +$173K 0.09% 51

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Bank of America
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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SLI
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RJFSA
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FSA Wealth Management's SCHD Position: Q1 2024 in Review

FSA Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 7,266 shares — an estimated $184K sold.

FSA Wealth Management first reported a position in SCHD in Q4 2023 and held it in 1 quarter. The position peaked at $184K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

  • FSA Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • FSA Wealth Management sold 7,266 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $184K.
  • FSA Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 1 quarter.
  • FSA Wealth Management's Schwab US Dividend Equity ETF position peaked at $184K in Q4 2023.
  • 1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.