Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q2	–	Sell	-2,979	Closed	-$72.6K	–	660
2023 Q1	$72.6K	Sell	2,979 -11,940	-80%	-$299K	﹤0.01%	373
2022 Q4	$376K	Hold	14,919	–	–	﹤0.01%	226
2022 Q3	$330K	Hold	14,919	–	–	﹤0.01%	240
2022 Q2	$356K	Buy	+14,919	New	+$380K	﹤0.01%	237

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SCHD Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 2,979 shares — an estimated $72.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHD in Q2 2022 and held it in 4 quarters. The position peaked at $376K in Q4 2022. 1,374 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,979 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $72.6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Schwab US Dividend Equity ETF position peaked at $376K in Q4 2022.
1,374 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.