Pacific Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pacific Wealth Management’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	-9,462	Closed	-$223K	–	28
2023 Q3	$223K	Buy	9,462 +549	+6%	+$13.5K	0.15%	24
2023 Q2	$216K	Hold	8,913	–	–	0.14%	25
2023 Q1	$217K	Hold	8,913	–	–	0.14%	25
2022 Q4	$224K	Buy	+8,913	New	+$220K	0.17%	26

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

Pacific Wealth Management's SCHD Position: Q4 2023 in Review

Pacific Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 9,462 shares — an estimated $223K sold.

Pacific Wealth Management first reported a position in SCHD in Q4 2022 and held it in 4 quarters. The position peaked at $224K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Pacific Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
Pacific Wealth Management sold 9,462 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $223K.
Pacific Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 4 quarters.
Pacific Wealth Management's Schwab US Dividend Equity ETF position peaked at $224K in Q4 2022.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Pacific Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.