Masso Torrence Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Masso Torrence Wealth Management’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 Q4	–	Sell	-196,782	Closed	-$4.64M	–	94
2023 Q3	$4.64M	Sell	196,782 -82,770	-30%	-$2.03M	3.57%	6
2023 Q2	$6.77M	Sell	279,552 -3,999	-1%	-$95.5K	4.88%	3
2023 Q1	$6.91M	Sell	283,551 -24,732	-8%	-$618K	5.48%	2
2022 Q4	$7.76M	Buy	308,283 +19,320	+7%	+$477K	6.19%	2
2022 Q3	$6.4M	Buy	288,963 +5,199	+2%	+$126K	5.65%	2
2022 Q2	$6.78M	Buy	283,764 +11,346	+4%	+$289K	5.96%	2
2022 Q1	$7.16M	Buy	272,418 +19,539	+8%	+$512K	5.73%	2
2021 Q4	$6.81M	Buy	+252,879	New	+$6.57M	4.76%	2

Other funds holding SCHD

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Masso Torrence Wealth Management's SCHD Position: Q4 2023 in Review

Masso Torrence Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 196,782 shares — an estimated $4.64M sold.

Masso Torrence Wealth Management first reported a position in SCHD in Q4 2021 and held it in 8 quarters. The position peaked at $7.76M in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Masso Torrence Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 196,782 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $4.64M.
Masso Torrence Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 8 quarters.
Masso Torrence Wealth Management's Schwab US Dividend Equity ETF position peaked at $7.76M in Q4 2022.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.