Fure Financial Corporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fure Financial Corporation’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
2022 Q3	$8.33M	Sell	376,122 -1,857	-0.5%	-$45.1K	6.82%	3
2022 Q2	$9.02M	Buy	+377,979	New	+$9.62M	5.34%	7

Other funds holding SCHD

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

CSIA

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

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

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

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fure Financial Corporation's SCHD Position: Q3 2022 in Review

Fure Financial Corporation reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.49% in Q3 2022, selling an estimated $45.1K and leaving 376,122 shares worth $8.33M. The position accounts for 6.82% of the portfolio, ranked #3.

Fure Financial Corporation first reported a position in SCHD in Q2 2022 and has held it in 2 quarters since. The position peaked at $9.02M in Q2 2022. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Fure Financial Corporation held 376,122 shares of Schwab US Dividend Equity ETF worth $8.33M as of Q3 2022.
Fure Financial Corporation sold 1,857 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $45.1K.
Schwab US Dividend Equity ETF made up 6.82% of Fure Financial Corporation's portfolio in Q3 2022, its #3 holding.
Fure Financial Corporation first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 2 quarters since.
Fure Financial Corporation's Schwab US Dividend Equity ETF position peaked at $9.02M in Q2 2022.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.