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

Level Financial 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
2024 Q1	–	Sell	-171	Closed	-$4.34K	–	217
2023 Q4	$4.34K	Hold	171	–	–	﹤0.01%	220
2023 Q3	$4.03K	Hold	171	–	–	﹤0.01%	225
2023 Q2	$4.14K	Hold	171	–	–	﹤0.01%	226
2023 Q1	$4.17K	Hold	171	–	–	﹤0.01%	196
2022 Q4	$4K	Hold	171	–	–	﹤0.01%	202
2022 Q3	$4K	Sell	171 -72	-30%	-$1.75K	﹤0.01%	203
2022 Q2	$6K	Buy	243 +72	+42%	+$1.83K	﹤0.01%	207
2022 Q1	$4K	Hold	171	–	–	﹤0.01%	192
2021 Q4	$5K	Buy	+171	New	+$4.44K	﹤0.01%	209

Other funds holding SCHD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Level Financial Advisors's SCHD Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 171 shares — an estimated $4.34K sold.

Level Financial Advisors first reported a position in SCHD in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q2 2022. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

Level Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 171 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $4.34K.
Level Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Schwab US Dividend Equity ETF position peaked at $6K in Q2 2022.
1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.