GYL Financial Synergies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GYL Financial Synergies’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 Q3	$4.18M	Sell	148,209 -2,100	-1%	-$57.2K	0.31%	77
2024 Q2	$3.9M	Sell	150,309 -9,366	-6%	-$244K	0.3%	80
2024 Q1	$4.29M	Buy	159,675 +9,447	+6%	+$244K	0.34%	71
2023 Q4	$3.81M	Sell	150,228 -627	-0.4%	-$14.9K	0.32%	79
2023 Q3	$3.56M	Buy	150,855 +1,110	+0.7%	+$27.2K	0.35%	72
2023 Q2	$3.62M	Sell	149,745 -2,007	-1%	-$48K	0.33%	75
2023 Q1	$3.7M	Buy	151,752 +142,455	+1,532%	+$3.56M	0.44%	56
2022 Q4	$234K	Buy	+9,297	New	+$229K	0.05%	193
2022 Q1	–	Sell	-9,792	Closed	-$264K	–	219
2021 Q4	$264K	Buy	+9,792	New	+$254K	0.07%	175

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GYL Financial Synergies's SCHD Position: Q3 2024 in Review

GYL Financial Synergies reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q3 2024, selling an estimated $57.2K and leaving 148,209 shares worth $4.18M. The position accounts for 0.31% of the portfolio, ranked #77.

GYL Financial Synergies first reported a position in SCHD in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.29M in Q1 2024. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

GYL Financial Synergies held 148,209 shares of Schwab US Dividend Equity ETF worth $4.18M as of Q3 2024.
GYL Financial Synergies sold 2,100 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $57.2K.
Schwab US Dividend Equity ETF made up 0.31% of GYL Financial Synergies's portfolio in Q3 2024, its #77 holding.
GYL Financial Synergies first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 9 quarters since.
GYL Financial Synergies's Schwab US Dividend Equity ETF position peaked at $4.29M in Q1 2024.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.