MFG
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Monumental Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Monumental Financial Group’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
-34,296
Closed -$830K – 44
2023
Q2 		$830K Buy
34,296
+7,920
+30% +$189K 0.56% 40
2023
Q1 		$643K Buy
26,376
+2,316
+10% +$57.9K 0.46% 45
2022
Q4 		$606K Buy
+24,060
New +$594K 0.49% 44

Other funds holding SCHD

LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Monumental Financial Group's SCHD Position: Q3 2023 in Review

Monumental Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 34,296 shares — an estimated $830K sold.

Monumental Financial Group first reported a position in SCHD in Q4 2022 and held it in 3 quarters. The position peaked at $830K in Q2 2023. 1,382 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • Monumental Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Monumental Financial Group sold 34,296 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $830K.
  • Monumental Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 3 quarters.
  • Monumental Financial Group's Schwab US Dividend Equity ETF position peaked at $830K in Q2 2023.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Monumental Financial Group's 13F filing for Q3 2023, filed 13 Oct 2023.