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Insight 2811 Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Insight 2811 Inc’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
-20,880
Closed -$492K – 83
2023
Q3 		$492K Hold
20,880
– – 0.28% 41
2023
Q2 		$505K Sell
20,880
-255
-1% -$6.09K 0.28% 44
2023
Q1 		$515K Sell
21,135
-330
-2% -$8.25K 0.32% 40
2022
Q4 		$540K Sell
21,465
-795
-4% -$19.6K 0.33% 37
2022
Q3 		$493K Buy
22,260
+645
+3% +$15.7K 0.33% 33
2022
Q2 		$516K Buy
21,615
+12,645
+141% +$322K 0.34% 34
2022
Q1 		$236K Buy
+8,970
New +$235K 0.14% 74

Other funds holding SCHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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
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
Wealthfront Advisers
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

Insight 2811 Inc's SCHD Position: Q4 2023 in Review

Insight 2811 Inc sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 20,880 shares — an estimated $492K sold.

Insight 2811 Inc first reported a position in SCHD in Q1 2022 and held it in 7 quarters. The position peaked at $540K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • Insight 2811 Inc reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 20,880 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $492K.
  • Insight 2811 Inc first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 7 quarters.
  • Insight 2811 Inc's Schwab US Dividend Equity ETF position peaked at $540K in Q4 2022.
  • 1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Insight 2811 Inc's 13F filing for Q4 2023, filed 12 Feb 2024.