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Madison Park Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Madison Park Capital 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
Q4 		– Sell
-84,381
Closed -$2.38M – 74
2024
Q3 		$2.38M Buy
84,381
+10,731
+15% +$292K 1.78% 19
2024
Q2 		$1.91M Buy
73,650
+4,614
+7% +$120K 1.6% 19
2024
Q1 		$1.86M Buy
69,036
+3,654
+6% +$94.4K 1.62% 20
2023
Q4 		$1.66M Buy
+65,382
New +$1.56M 1.6% 20

Other funds holding SCHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Madison Park Capital Advisors's SCHD Position: Q4 2024 in Review

Madison Park Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 84,381 shares — an estimated $2.38M sold.

Madison Park Capital Advisors first reported a position in SCHD in Q4 2023 and held it in 4 quarters. The position peaked at $2.38M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Madison Park Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Madison Park Capital Advisors sold 84,381 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $2.38M.
  • Madison Park Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 4 quarters.
  • Madison Park Capital Advisors's Schwab US Dividend Equity ETF position peaked at $2.38M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Madison Park Capital Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.