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

GSA Capital 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
2023 Q4	–	Sell	-145,200	Closed	-$3.42M	–	1874
2023 Q3	$3.42M	Buy	145,200 +42,600	+42%	+$1.05M	0.29%	19
2023 Q2	$2.48M	Sell	102,600 -39,888	-28%	-$953K	0.25%	22
2023 Q1	$3.48M	Buy	+142,488	New	+$3.56M	0.34%	12

Other funds holding SCHD

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

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

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

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

AAS

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

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

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

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

WANY

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

GSA Capital Partners's SCHD Position: Q4 2023 in Review

GSA Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 145,200 shares — an estimated $3.42M sold.

GSA Capital Partners first reported a position in SCHD in Q1 2023 and held it in 3 quarters. The position peaked at $3.48M in Q1 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

GSA Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
GSA Capital Partners sold 145,200 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $3.42M.
GSA Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 3 quarters.
GSA Capital Partners's Schwab US Dividend Equity ETF position peaked at $3.48M in Q1 2023.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on GSA Capital Partners's 13F filing for Q4 2023, filed 16 Feb 2024.