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Grove Bank & Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Grove Bank & Trust’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
Q3 		– Sell
-198
Closed -$4.79K – 783
2023
Q2 		$4.79K Hold
198
– – ﹤0.01% 548
2023
Q1 		$4.83K Buy
+198
New +$4.95K ﹤0.01% 566

Other funds holding SCHD

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CSIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grove Bank & Trust's SCHD Position: Q3 2023 in Review

Grove Bank & Trust sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 198 shares — an estimated $4.79K sold.

Grove Bank & Trust first reported a position in SCHD in Q1 2023 and held it in 2 quarters. The position peaked at $4.83K in Q1 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • Grove Bank & Trust reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 198 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $4.79K.
  • Grove Bank & Trust first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 2 quarters.
  • Grove Bank & Trust's Schwab US Dividend Equity ETF position peaked at $4.83K in Q1 2023.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Grove Bank & Trust's 13F filing for Q3 2023, filed 30 Oct 2023.