NWK Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

NWK 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	-261	Closed	-$6.41K	–	71
2023 Q2	$6.32K	Hold	261	–	–	﹤0.01%	61
2023 Q1	$6.37K	Hold	261	–	–	﹤0.01%	65
2022 Q4	$6.57K	Hold	261	–	–	﹤0.01%	62
2022 Q3	$6K	Hold	261	–	–	﹤0.01%	58
2022 Q2	$6K	Hold	261	–	–	﹤0.01%	72
2022 Q1	$7K	Hold	261	–	–	﹤0.01%	75
2021 Q4	$7K	Hold	261	–	–	﹤0.01%	81
2021 Q3	$6K	Hold	261	–	–	﹤0.01%	83
2021 Q2	$7K	Hold	261	–	–	﹤0.01%	90
2021 Q1	$6K	Hold	261	–	–	﹤0.01%	164
2020 Q4	$6K	Hold	261	–	–	﹤0.01%	169
2020 Q3	$5K	Hold	261	–	–	﹤0.01%	155
2020 Q2	$5K	Hold	261	–	–	﹤0.01%	213
2020 Q1	$4K	Buy	+261	New	+$4.69K	﹤0.01%	150

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

NWK Group's SCHD Position: Q3 2023 in Review

NWK Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 261 shares — an estimated $6.41K sold.

NWK Group first reported a position in SCHD in Q1 2020 and held it in 14 quarters. The position peaked at $7K in Q1 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

NWK Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
NWK Group sold 261 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $6.41K.
NWK Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 14 quarters.
NWK Group's Schwab US Dividend Equity ETF position peaked at $7K in Q1 2022.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on NWK Group's 13F filing for Q3 2023, filed 13 Nov 2023.