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Lee Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lee Financial’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 		– Hold
0
– – – 789
2023
Q1 		– Sell
-1,569
Closed -$39.2K – 790
2022
Q4 		$39.5K Hold
1,569
– – 0.01% 272
2022
Q3 		$35K Hold
1,569
– – 0.01% 278
2022
Q2 		$37K Buy
+1,569
New +$39.9K 0.01% 267

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

Lee Financial's SCHD Position: Q2 2023 in Review

Lee Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2023 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Lee Financial first reported a position in SCHD in Q2 2022 and has held it in 3 quarters since. The position peaked at $39.5K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

  • Lee Financial held 0 shares of Schwab US Dividend Equity ETF worth $10 as of Q2 2023.
  • Lee Financial left its Schwab US Dividend Equity ETF share count unchanged in Q2 2023.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Lee Financial's portfolio in Q2 2023, its #789 holding.
  • Lee Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 3 quarters since.
  • Lee Financial's Schwab US Dividend Equity ETF position peaked at $39.5K in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.