Lokken Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lokken Investment 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
2024 Q2	–	Sell	-21,726	Closed	-$584K	–	156
2024 Q1	$584K	Buy	21,726 +1,935	+10%	+$50K	0.29%	79
2023 Q4	$502K	Buy	19,791 +5,517	+39%	+$131K	0.28%	77
2023 Q3	$337K	Sell	14,274 -177	-1%	-$4.34K	0.22%	92
2023 Q2	$350K	Buy	+14,451	New	+$345K	0.23%	92

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

RJFSA

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

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

Lokken Investment Group's SCHD Position: Q2 2024 in Review

Lokken Investment Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 21,726 shares — an estimated $584K sold.

Lokken Investment Group first reported a position in SCHD in Q2 2023 and held it in 4 quarters. The position peaked at $584K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Lokken Investment Group reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Lokken Investment Group sold 21,726 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $584K.
Lokken Investment Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 4 quarters.
Lokken Investment Group's Schwab US Dividend Equity ETF position peaked at $584K in Q1 2024.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Lokken Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.