Moss Adams Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Moss Adams Wealth 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
2023 Q4	–	Sell	-504	Closed	-$11.9K	–	159
2023 Q3	$11.9K	Hold	504	–	–	﹤0.01%	142
2023 Q2	$12.2K	Hold	504	–	–	﹤0.01%	124
2023 Q1	$12.3K	Buy	504 +258	+105%	+$6.45K	﹤0.01%	133
2022 Q4	$6.2K	Buy	+246	New	+$6.07K	﹤0.01%	148

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

Moss Adams Wealth Advisors's SCHD Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 504 shares — an estimated $11.9K sold.

Moss Adams Wealth Advisors first reported a position in SCHD in Q4 2022 and held it in 4 quarters. The position peaked at $12.3K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 504 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $11.9K.
Moss Adams Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $12.3K in Q1 2023.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.