Laurel Wealth Advisors (North Carolina)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-2,700	Closed	-$72.6K	–	680
2024 Q1	$72.6K	Hold	2,700	–	–	0.01%	264
2023 Q4	$68.5K	Hold	2,700	–	–	0.01%	255
2023 Q3	$63.7K	Hold	2,700	–	–	0.01%	258
2023 Q2	$65.4K	Hold	2,700	–	–	0.01%	265
2023 Q1	$65.8K	Buy	+2,700	New	+$67.5K	0.01%	262
2021 Q3	–	Sell	-9,393	Closed	-$237K	–	725
2021 Q2	$237K	Hold	9,393	–	–	0.05%	159
2021 Q1	$228K	Hold	9,393	–	–	0.06%	151
2020 Q4	$201K	Sell	9,393 -258	-3%	-$5.23K	0.05%	152
2020 Q3	$178K	Hold	9,651	–	–	0.05%	145
2020 Q2	$166K	Buy	9,651 +4,500	+87%	+$76K	0.05%	141
2020 Q1	$77K	Buy	5,151 +750	+17%	+$13.5K	0.03%	181
2019 Q4	$85K	Sell	4,401 -330	-7%	-$6.18K	0.03%	199
2019 Q3	$86K	Buy	4,731 +369	+8%	+$6.6K	0.03%	192
2019 Q2	$77K	Buy	4,362 +3,522	+419%	+$61.9K	0.03%	201
2019 Q1	$15K	Hold	840	–	–	0.01%	331
2018 Q4	$13K	Buy	+840	New	+$14K	0.01%	328

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

Laurel Wealth Advisors (North Carolina)'s SCHD Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 2,700 shares — an estimated $72.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHD in Q4 2018 and held it in 16 quarters. The position peaked at $237K in Q2 2021. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 2,700 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $72.6K.
Laurel Wealth Advisors (North Carolina) first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 16 quarters.
Laurel Wealth Advisors (North Carolina)'s Schwab US Dividend Equity ETF position peaked at $237K in Q2 2021.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.