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

Lockerman Financial Group’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	-10,206	Closed	-$247K	–	85
2023 Q2	$247K	Buy	10,206 +96	+0.9%	+$2.29K	0.69%	53
2023 Q1	$247K	Buy	10,110 +645	+7%	+$16.1K	0.68%	52
2022 Q4	$238K	Buy	9,465 +69	+0.7%	+$1.7K	0.7%	54
2022 Q3	$208K	Buy	+9,396	New	+$228K	0.6%	60
2022 Q2	–	Sell	-13,197	Closed	-$346K	–	75
2022 Q1	$346K	Buy	13,197 +588	+5%	+$15.4K	0.94%	25
2021 Q4	$338K	Buy	+12,609	New	+$328K	0.88%	31

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

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

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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Lockerman Financial Group's SCHD Position: Q3 2023 in Review

Lockerman Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 10,206 shares — an estimated $247K sold.

Lockerman Financial Group first reported a position in SCHD in Q4 2021 and held it in 6 quarters. The position peaked at $346K in Q1 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Lockerman Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Lockerman Financial Group sold 10,206 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $247K.
Lockerman Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 6 quarters.
Lockerman Financial Group's Schwab US Dividend Equity ETF position peaked at $346K in Q1 2022.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Lockerman Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.