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

Sanctuary 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
2024
Q2 		– Sell
-78
Closed -$2.1K – 298
2024
Q1 		$2.1K Buy
+78
New +$2.02K ﹤0.01% 203

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SLI
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AAS
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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sanctuary Wealth Management's SCHD Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 78 shares — an estimated $2.1K sold.

Sanctuary Wealth Management first reported a position in SCHD in Q1 2024 and held it in 1 quarter. The position peaked at $2.1K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 78 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $2.1K.
  • Sanctuary Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 1 quarter.
  • Sanctuary Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.1K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.