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Okabena Investment Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Okabena Investment Services’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
Q1 		– Sell
-67,713
Closed -$1.19M – 239
2022
Q4 		$1.19M Buy
+67,713
New +$1.67M 0.79% 38

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CSIA
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Okabena Investment Services's SCHD Position: Q1 2023 in Review

Okabena Investment Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 67,713 shares — an estimated $1.19M sold.

Okabena Investment Services first reported a position in SCHD in Q4 2022 and held it in 1 quarter. The position peaked at $1.19M in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • Okabena Investment Services reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 67,713 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $1.19M.
  • Okabena Investment Services first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's Schwab US Dividend Equity ETF position peaked at $1.19M in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.