Ledge Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ledge Wealth 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
2023 Q4	$5.94M	Sell	233,946 -2,547	-1%	-$60.7K	2.31%	11
2023 Q3	$5.58M	Buy	236,493 +8,814	+4%	+$216K	2.5%	10
2023 Q2	$5.51M	Sell	227,679 -16,476	-7%	-$394K	2.63%	11
2023 Q1	$5.95M	Sell	244,155 -12,399	-5%	-$310K	2.82%	10
2022 Q4	$6.46M	Buy	256,554 +49,098	+24%	+$1.21M	2.95%	10
2022 Q3	$4.59M	Sell	207,456 -35,034	-14%	-$851K	2.81%	11
2022 Q2	$5.79M	Buy	242,490 +38,484	+19%	+$979K	3.56%	9
2022 Q1	$5.37M	Buy	+204,006	New	+$5.34M	3.34%	9

Other funds holding SCHD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ledge Wealth Management's SCHD Position: Q4 2023 in Review

Ledge Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q4 2023, selling an estimated $60.7K and leaving 233,946 shares worth $5.94M. The position accounts for 2.31% of the portfolio, ranked #11.

Ledge Wealth Management first reported a position in SCHD in Q1 2022 and has held it in 8 quarters since. The position peaked at $6.46M in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Ledge Wealth Management held 233,946 shares of Schwab US Dividend Equity ETF worth $5.94M as of Q4 2023.
Ledge Wealth Management sold 2,547 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $60.7K.
Schwab US Dividend Equity ETF made up 2.31% of Ledge Wealth Management's portfolio in Q4 2023, its #11 holding.
Ledge Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Schwab US Dividend Equity ETF position peaked at $6.46M in Q4 2022.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.