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

Pillar 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
2024 Q3	–	Sell	-100,290	Closed	-$2.6M	–	52
2024 Q2	$2.6M	Sell	100,290 -20,001	-17%	-$521K	3.12%	9
2024 Q1	$3.23M	Buy	120,291 +21,579	+22%	+$557K	2.44%	11
2023 Q4	$2.51M	Buy	98,712 +27,918	+39%	+$665K	1.93%	12
2023 Q3	$1.67M	Buy	70,794 +13,851	+24%	+$340K	1.45%	18
2023 Q2	$1.38M	Buy	56,943 +33,108	+139%	+$791K	1.15%	20
2023 Q1	$581K	Buy	+23,835	New	+$596K	0.58%	35

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pillar Wealth Advisors's SCHD Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 100,290 shares — an estimated $2.6M sold.

Pillar Wealth Advisors first reported a position in SCHD in Q1 2023 and held it in 6 quarters. The position peaked at $3.23M in Q1 2024. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Pillar Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 100,290 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $2.6M.
Pillar Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 6 quarters.
Pillar Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $3.23M in Q1 2024.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.