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

Ropes 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
2023
Q3 		$432K Buy
18,312
+6,183
+51% +$152K 0.08% 170
2023
Q2 		$294K Buy
12,129
+651
+6% +$15.6K 0.05% 226
2023
Q1 		$280K Sell
11,478
-840
-7% -$21K 0.05% 231
2022
Q4 		$310K Buy
+12,318
New +$304K 0.06% 212

Other funds holding SCHD

LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ropes Wealth Advisors's SCHD Position: Q3 2023 in Review

Ropes Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 51% in Q3 2023, buying an estimated $152K and bringing the position to 18,312 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #170.

Ropes Wealth Advisors first reported a position in SCHD in Q4 2022 and has held it in 4 quarters since. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • Ropes Wealth Advisors held 18,312 shares of Schwab US Dividend Equity ETF worth $432K as of Q3 2023.
  • Ropes Wealth Advisors bought 6,183 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $152K.
  • Schwab US Dividend Equity ETF made up 0.08% of Ropes Wealth Advisors's portfolio in Q3 2023, its #170 holding.
  • Ropes Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 4 quarters since.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.