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Savior LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Savior LLC’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
-285
Closed -$6.71K – 90
2023
Q3 		$6.71K Sell
285
-3
-1% -$74 0.05% 72
2023
Q2 		$6.99K Hold
288
– – 0.03% 73
2023
Q1 		$6.99K Buy
288
+21
+8% +$525 0.01% 99
2022
Q4 		$6.71K Sell
267
-225
-46% -$5.55K 0.01% 110
2022
Q3 		$11K Buy
+492
New +$12K 0.01% 124

Other funds holding SCHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Ameriprise
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
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
Wealthfront Advisers
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

Savior LLC's SCHD Position: Q4 2023 in Review

Savior LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 285 shares — an estimated $6.71K sold.

Savior LLC first reported a position in SCHD in Q3 2022 and held it in 5 quarters. The position peaked at $11K in Q3 2022. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • Savior LLC reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Savior LLC sold 285 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $6.71K.
  • Savior LLC first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 5 quarters.
  • Savior LLC's Schwab US Dividend Equity ETF position peaked at $11K in Q3 2022.
  • 1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Savior LLC's 13F filing for Q4 2023, filed 1 Feb 2024.