Global Wealth Management Investment Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Global Wealth Management Investment Advisory’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	-672	Closed	-$17.1K	–	375
2023 Q4	$17.1K	Hold	672	–	–	﹤0.01%	262
2023 Q3	$15.8K	Hold	672	–	–	﹤0.01%	267
2023 Q2	$16.3K	Buy	+672	New	+$16.1K	﹤0.01%	265
2020 Q2	–	Sell	-2,958	Closed	-$44K	–	660
2020 Q1	$44K	Buy	+2,958	New	+$53.1K	0.02%	177

Other funds holding SCHD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SLI

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

RJFSA

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

Global Wealth Management Investment Advisory's SCHD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 672 shares — an estimated $17.1K sold.

Global Wealth Management Investment Advisory first reported a position in SCHD in Q1 2020 and held it in 4 quarters. The position peaked at $44K in Q1 2020. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 672 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $17.1K.
Global Wealth Management Investment Advisory first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 4 quarters.
Global Wealth Management Investment Advisory's Schwab US Dividend Equity ETF position peaked at $44K in Q1 2020.
1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.