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Impact Partnership Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-483
Closed -$13K – 588
2024
Q1 		$13K Hold
483
– – 0.01% 425
2023
Q4 		$12.3K Hold
483
– – ﹤0.01% 473
2023
Q3 		$11.4K Buy
+483
New +$11.9K ﹤0.01% 574

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SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Impact Partnership Wealth's SCHD Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 483 shares — an estimated $13K sold.

Impact Partnership Wealth first reported a position in SCHD in Q3 2023 and held it in 3 quarters. The position peaked at $13K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 483 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $13K.
  • Impact Partnership Wealth first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Schwab US Dividend Equity ETF position peaked at $13K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.