Horst & Graben Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Horst & Graben 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
2024 Q1	–	Sell	-8,640	Closed	-$219K	–	150
2023 Q4	$219K	Hold	8,640	–	–	0.05%	127
2023 Q3	$204K	Hold	8,640	–	–	0.05%	130
2023 Q2	$209K	Hold	8,640	–	–	0.05%	124
2023 Q1	$211K	Hold	8,640	–	–	0.05%	122
2022 Q4	$218K	Buy	+8,640	New	+$213K	0.06%	121

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

Horst & Graben Wealth Management's SCHD Position: Q1 2024 in Review

Horst & Graben Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 8,640 shares — an estimated $219K sold.

Horst & Graben Wealth Management first reported a position in SCHD in Q4 2022 and held it in 5 quarters. The position peaked at $219K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

Horst & Graben Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
Horst & Graben Wealth Management sold 8,640 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $219K.
Horst & Graben Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 5 quarters.
Horst & Graben Wealth Management's Schwab US Dividend Equity ETF position peaked at $219K in Q4 2023.
1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.