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Journey Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Journey Advisory Group’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
-8,211
Closed -$208K – 241
2023
Q4 		$208K Buy
+8,211
New +$196K 0.03% 211
2023
Q2 		– Sell
-211,803
Closed -$5.17M – 239
2023
Q1 		$5.17M Buy
+211,803
New +$5.3M 0.81% 31

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Journey Advisory Group's SCHD Position: Q1 2024 in Review

Journey Advisory Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 8,211 shares — an estimated $208K sold.

Journey Advisory Group first reported a position in SCHD in Q1 2023 and held it in 2 quarters. The position peaked at $5.17M in Q1 2023. 1,567 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

  • Journey Advisory Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Journey Advisory Group sold 8,211 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $208K.
  • Journey Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 2 quarters.
  • Journey Advisory Group's Schwab US Dividend Equity ETF position peaked at $5.17M in Q1 2023.
  • 1,567 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Journey Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.