Marshall Financial Group (Maryland)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Marshall Financial Group (Maryland)’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	-9,810	Closed	-$237K	–	172
2023 Q2	$237K	Sell	9,810 -126,030	-93%	-$3.01M	0.08%	154
2023 Q1	$3.31M	Buy	135,840 +2,427	+2%	+$60.7K	1.19%	17
2022 Q4	$3.36M	Buy	133,413 +12,255	+10%	+$302K	1.3%	15
2022 Q3	$2.68M	Sell	121,158 -1,314	-1%	-$31.9K	1.13%	12
2022 Q2	$2.92M	Buy	122,472 +43,500	+55%	+$1.11M	1.17%	13
2022 Q1	$2.08M	Buy	78,972 +4,176	+6%	+$109K	0.85%	18
2021 Q4	$2.02M	Buy	74,796 +3,126	+4%	+$81.2K	0.74%	24
2021 Q3	$1.77M	Buy	71,670 +4,662	+7%	+$118K	0.92%	14
2021 Q2	$1.69M	Buy	67,008 +4,512	+7%	+$114K	0.91%	14
2021 Q1	$1.52M	Buy	62,496 +2,958	+5%	+$67.3K	0.91%	27
2020 Q4	$1.27M	Buy	+59,538	New	+$1.21M	0.83%	33

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

Marshall Financial Group (Maryland)'s SCHD Position: Q3 2023 in Review

Marshall Financial Group (Maryland) sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 9,810 shares — an estimated $237K sold.

Marshall Financial Group (Maryland) first reported a position in SCHD in Q4 2020 and held it in 11 quarters. The position peaked at $3.36M in Q4 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Marshall Financial Group (Maryland) reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 9,810 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $237K.
Marshall Financial Group (Maryland) first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 11 quarters.
Marshall Financial Group (Maryland)'s Schwab US Dividend Equity ETF position peaked at $3.36M in Q4 2022.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2023, filed 19 Oct 2023.