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

SpiderRock 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
2024
Q3 		$573K Hold
20,337
– – 0.01% 595
2024
Q2 		$527K Buy
20,337
+3,645
+22% +$94.9K 0.01% 553
2024
Q1 		$438K Buy
+16,692
New +$431K 0.01% 556

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SpiderRock Advisors's SCHD Position: Q3 2024 in Review

SpiderRock Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2024 at 20,337 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #595.

SpiderRock Advisors first reported a position in SCHD in Q1 2024 and has held it in 3 quarters since. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

  • SpiderRock Advisors held 20,337 shares of Schwab US Dividend Equity ETF worth $573K as of Q3 2024.
  • SpiderRock Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q3 2024.
  • Schwab US Dividend Equity ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #595 holding.
  • SpiderRock Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.