Redwood Financial Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Redwood Financial Network’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 Q2	–	Sell	-14,769	Closed	-$397K	–	155
2024 Q1	$397K	Sell	14,769 -7,131	-33%	-$184K	0.35%	92
2023 Q4	$556K	Sell	21,900 -888	-4%	-$21.2K	0.54%	60
2023 Q3	$537K	Buy	22,788 +2,541	+13%	+$62.4K	0.57%	58
2023 Q2	$490K	Buy	20,247 +1,575	+8%	+$37.6K	0.46%	71
2023 Q1	$455K	Buy	18,672 +1,299	+7%	+$32.5K	0.46%	74
2022 Q4	$437K	Buy	17,373 +2,106	+14%	+$52K	0.5%	68
2022 Q3	$338K	Buy	15,267 +4,452	+41%	+$108K	0.39%	85
2022 Q2	$258K	Buy	10,815 +2,643	+32%	+$67.2K	0.28%	108
2022 Q1	$215K	Buy	+8,172	New	+$214K	0.2%	141

Other funds holding SCHD

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

Redwood Financial Network's SCHD Position: Q2 2024 in Review

Redwood Financial Network sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 14,769 shares — an estimated $397K sold.

Redwood Financial Network first reported a position in SCHD in Q1 2022 and held it in 9 quarters. The position peaked at $556K in Q4 2023. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Redwood Financial Network reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Redwood Financial Network sold 14,769 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $397K.
Redwood Financial Network first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 9 quarters.
Redwood Financial Network's Schwab US Dividend Equity ETF position peaked at $556K in Q4 2023.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Redwood Financial Network's 13F filing for Q2 2024, filed 7 Aug 2024.