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

SFI 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
Q4 		– Sell
-143,982
Closed -$3.4M – 105
2023
Q3 		$3.4M Buy
+143,982
New +$3.53M 3.32% 9

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

SFI Advisors's SCHD Position: Q4 2023 in Review

SFI Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 143,982 shares — an estimated $3.4M sold.

SFI Advisors first reported a position in SCHD in Q3 2023 and held it in 1 quarter. The position peaked at $3.4M in Q3 2023. 1,527 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • SFI Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • SFI Advisors sold 143,982 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $3.4M.
  • SFI Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 1 quarter.
  • SFI Advisors's Schwab US Dividend Equity ETF position peaked at $3.4M in Q3 2023.
  • 1,527 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on SFI Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.