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

LJI 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
Q3 		– Sell
-8,778
Closed -$212K – 183
2023
Q2 		$212K Buy
+8,778
New +$210K 0.06% 147

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CSIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LJI Wealth Management's SCHD Position: Q3 2023 in Review

LJI Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 8,778 shares — an estimated $212K sold.

LJI Wealth Management first reported a position in SCHD in Q2 2023 and held it in 1 quarter. The position peaked at $212K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • LJI Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 8,778 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $212K.
  • LJI Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 1 quarter.
  • LJI Wealth Management's Schwab US Dividend Equity ETF position peaked at $212K in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.