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

Graham Capital 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
2023
Q2 		– Sell
-1,044
Closed -$255K – 122
2023
Q1 		$255K Buy
+1,044
New +$26.1K 0.04% 149

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CSIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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

Graham Capital Wealth Management's SCHD Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 1,044 shares — an estimated $255K sold.

Graham Capital Wealth Management first reported a position in SCHD in Q1 2023 and held it in 1 quarter. The position peaked at $255K in Q1 2023. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 1,044 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $255K.
  • Graham Capital Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Schwab US Dividend Equity ETF position peaked at $255K in Q1 2023.
  • 1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.