Institutional & Family Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Institutional & Family Asset 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 Q2	$7.31K	Hold	282	–	–	﹤0.01%	453
2024 Q1	$7.58K	Hold	282	–	–	﹤0.01%	444
2023 Q4	$7.16K	Hold	282	–	–	﹤0.01%	438
2023 Q3	$6.65K	Hold	282	–	–	﹤0.01%	426
2023 Q2	$6.83K	Hold	282	–	–	﹤0.01%	426
2023 Q1	$6.88K	Hold	282	–	–	﹤0.01%	426
2022 Q4	$7.1K	Sell	282 -300	-52%	-$7.41K	﹤0.01%	414
2022 Q3	$13K	Buy	582 +300	+106%	+$7.29K	﹤0.01%	359
2022 Q2	$7K	Hold	282	–	–	﹤0.01%	446
2022 Q1	$7K	Hold	282	–	–	﹤0.01%	502
2021 Q4	$8K	Hold	282	–	–	﹤0.01%	486
2021 Q3	$7K	Hold	282	–	–	﹤0.01%	616
2021 Q2	$7K	Hold	282	–	–	﹤0.01%	659
2021 Q1	$7K	Hold	282	–	–	﹤0.01%	633
2020 Q4	$6K	Hold	282	–	–	﹤0.01%	621
2020 Q3	$5K	Hold	282	–	–	﹤0.01%	597
2020 Q2	$5K	Hold	282	–	–	﹤0.01%	582
2020 Q1	$4K	Hold	282	–	–	﹤0.01%	570
2019 Q4	$5K	Hold	282	–	–	﹤0.01%	605
2019 Q3	$5K	Hold	282	–	–	﹤0.01%	572
2019 Q2	$5K	Hold	282	–	–	﹤0.01%	607
2019 Q1	$5K	Hold	282	–	–	﹤0.01%	606
2018 Q4	$4K	Hold	282	–	–	﹤0.01%	618
2018 Q3	$5K	Hold	282	–	–	﹤0.01%	622
2018 Q2	$5K	Hold	282	–	–	﹤0.01%	623
2018 Q1	$5K	Buy	+282	New	+$4.81K	﹤0.01%	606

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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 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

RJFSA

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

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

Institutional & Family Asset Management's SCHD Position: Q2 2024 in Review

Institutional & Family Asset Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2024 at 282 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Institutional & Family Asset Management first reported a position in SCHD in Q1 2018 and has held it in 26 quarters since. The position peaked at $13K in Q3 2022. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Institutional & Family Asset Management held 282 shares of Schwab US Dividend Equity ETF worth $7.31K as of Q2 2024.
Institutional & Family Asset Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2024.
Schwab US Dividend Equity ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #453 holding.
Institutional & Family Asset Management first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Schwab US Dividend Equity ETF position peaked at $13K in Q3 2022.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.