Meitav Investment House’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meitav Investment House’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	-119,391	Closed	-$2.86M	–	483
2023 Q2	$2.86M	Hold	119,391	–	–	0.05%	154
2023 Q1	$2.91M	Sell	119,391 -7,227,000	-98%	-$181M	0.05%	161
2022 Q4	$186M	Buy	7,346,391 +515,025	+8%	+$12.7M	3.2%	6
2022 Q3	$153M	Buy	6,831,366 +1,380,798	+25%	+$33.5M	2.69%	6
2022 Q2	$129M	Buy	+5,450,568	New	+$139M	2.2%	7

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

Meitav Investment House's SCHD Position: Q3 2023 in Review

Meitav Investment House sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 119,391 shares — an estimated $2.86M sold.

Meitav Investment House first reported a position in SCHD in Q2 2022 and held it in 5 quarters. The position peaked at $186M in Q4 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Meitav Investment House reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 119,391 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $2.86M.
Meitav Investment House first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 5 quarters.
Meitav Investment House's Schwab US Dividend Equity ETF position peaked at $186M in Q4 2022.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.