Seaview Investment Managers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Seaview Investment Managers’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	–	Sell	-140,766	Closed	-$3.41M	–	113
2023 Q2	$3.41M	Sell	140,766 -15,513	-10%	-$371K	1.11%	32
2023 Q1	$3.81M	Buy	156,279 +4,848	+3%	+$121K	1.31%	29
2022 Q4	$3.81M	Sell	151,431 -1,440	-0.9%	-$35.5K	1.52%	28
2022 Q3	$3.38M	Buy	152,871 +23,277	+18%	+$566K	1.38%	26
2022 Q2	$3.1M	Buy	129,594 +6,444	+5%	+$164K	1.39%	23
2022 Q1	$3.24M	Buy	123,150 +3,810	+3%	+$99.8K	1.08%	29
2021 Q4	$3.22M	Sell	119,340 -5,064	-4%	-$132K	1.13%	29
2021 Q3	$3.08M	Buy	124,404 +17,661	+17%	+$449K	1.47%	27
2021 Q2	$2.69M	Buy	106,743 +34,797	+48%	+$879K	1.37%	28
2021 Q1	$1.75M	Buy	+71,946	New	+$1.64M	1.28%	28

Other funds holding SCHD

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Seaview Investment Managers's SCHD Position: Q3 2023 in Review

Seaview Investment Managers sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 140,766 shares — an estimated $3.41M sold.

Seaview Investment Managers first reported a position in SCHD in Q1 2021 and held it in 10 quarters. The position peaked at $3.81M in Q4 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Seaview Investment Managers reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Seaview Investment Managers sold 140,766 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $3.41M.
Seaview Investment Managers first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 10 quarters.
Seaview Investment Managers's Schwab US Dividend Equity ETF position peaked at $3.81M in Q4 2022.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Seaview Investment Managers's 13F filing for Q3 2023, filed 26 Oct 2023.