Naples Money Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
AAS
RJFSA
Naples Money Management's SCHD Position: Q3 2024 in Review
Naples Money Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.85% in Q3 2024, buying an estimated $82 and bringing the position to 357 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #188.
Naples Money Management first reported a position in SCHD in Q4 2023 and has held it in 4 quarters since. 1,626 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.
- Naples Money Management held 357 shares of Schwab US Dividend Equity ETF worth $10K as of Q3 2024.
- Naples Money Management bought 3 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $82.
- Schwab US Dividend Equity ETF made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #188 holding.
- Naples Money Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 4 quarters since.
- 1,626 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.
Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.