Laurel Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Laurel Wealth Planning’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	-49,689	Closed	-$1.33M	–	54
2024 Q1	$1.33M	Sell	49,689 -1,473	-3%	-$38.1K	0.89%	30
2023 Q4	$1.3M	Sell	51,162 -522	-1%	-$12.4K	0.92%	29
2023 Q3	$1.22M	Sell	51,684 -4,173	-7%	-$102K	0.95%	28
2023 Q2	$1.35M	Sell	55,857 -241,782	-81%	-$5.78M	0.97%	30
2023 Q1	$7.26M	Sell	297,639 -26,529	-8%	-$663K	4.81%	4
2022 Q4	$8.16M	Sell	324,168 -1,836	-0.6%	-$45.3K	5.26%	3
2022 Q3	$7.22M	Sell	326,004 -2,988	-0.9%	-$72.6K	5.31%	3
2022 Q2	$7.86M	Buy	328,992 +102,219	+45%	+$2.6M	5.53%	3
2022 Q1	$5.96M	Buy	226,773 +84,615	+60%	+$2.22M	4.02%	6
2021 Q4	$3.83M	Buy	142,158 +118,992	+514%	+$3.09M	2.9%	12
2021 Q3	$573K	Buy	23,166 +20,970	+955%	+$533K	0.46%	42
2021 Q2	$55K	Buy	+2,196	New	+$55.4K	0.05%	66

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 Planning's SCHD Position: Q2 2024 in Review

Laurel Wealth Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 49,689 shares — an estimated $1.33M sold.

Laurel Wealth Planning first reported a position in SCHD in Q2 2021 and held it in 12 quarters. The position peaked at $8.16M in Q4 2022. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Laurel Wealth Planning reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Laurel Wealth Planning sold 49,689 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $1.33M.
Laurel Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 12 quarters.
Laurel Wealth Planning's Schwab US Dividend Equity ETF position peaked at $8.16M in Q4 2022.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Laurel Wealth Planning's 13F filing for Q2 2024, filed 25 Jul 2024.