Girard Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Girard Partners’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 Q2	$270K	Buy	10,404 +582	+6%	+$15.1K	0.03%	230
2024 Q1	$264K	Sell	9,822 -906	-8%	-$23.4K	0.02%	236
2023 Q4	$272K	Sell	10,728 -1,677	-14%	-$40K	0.03%	220
2023 Q3	$293K	Hold	12,405	–	–	0.03%	205
2023 Q2	$300K	Buy	+12,405	New	+$296K	0.03%	211
2018 Q4	–	Sell	-4,425	Closed	-$78K	–	706
2018 Q3	$78K	Buy	+4,425	New	+$76.6K	0.01%	384

Other funds holding SCHD

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Girard Partners's SCHD Position: Q2 2024 in Review

Girard Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.9% in Q2 2024, buying an estimated $15.1K and bringing the position to 10,404 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #230.

Girard Partners first reported a position in SCHD in Q3 2018 and has held it in 6 quarters since. The position peaked at $300K in Q2 2023. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Girard Partners held 10,404 shares of Schwab US Dividend Equity ETF worth $270K as of Q2 2024.
Girard Partners bought 582 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $15.1K.
Schwab US Dividend Equity ETF made up 0.03% of Girard Partners's portfolio in Q2 2024, its #230 holding.
Girard Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 6 quarters since.
Girard Partners's Schwab US Dividend Equity ETF position peaked at $300K in Q2 2023.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.