LSA
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L & S Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

L & S Advisors’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
Q2 		– Sell
-17,748
Closed -$433K – 348
2023
Q1 		$433K Buy
+17,748
New +$444K 0.06% 225

Other funds holding SCHD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L & S Advisors's SCHD Position: Q2 2023 in Review

L & S Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 17,748 shares — an estimated $433K sold.

L & S Advisors first reported a position in SCHD in Q1 2023 and held it in 1 quarter. The position peaked at $433K in Q1 2023. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

  • L & S Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
  • L & S Advisors sold 17,748 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $433K.
  • L & S Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 1 quarter.
  • L & S Advisors's Schwab US Dividend Equity ETF position peaked at $433K in Q1 2023.
  • 1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on L & S Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.