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

Sutton Wealth 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 Q3	$319K	Buy	13,539 +3	+0%	+$74	0.16%	84
2023 Q2	$328K	Buy	13,536 +30	+0.2%	+$717	0.16%	80
2023 Q1	$329K	Sell	13,506 -708	-5%	-$17.7K	0.18%	77
2022 Q4	$358K	Hold	14,214	–	–	0.14%	114
2022 Q3	$315K	Hold	14,214	–	–	0.13%	124
2022 Q2	$339K	Hold	14,214	–	–	0.13%	111
2022 Q1	$374K	Sell	14,214 -372	-3%	-$9.74K	0.13%	114
2021 Q4	$393K	Buy	14,586 +684	+5%	+$17.8K	0.13%	112
2021 Q3	$344K	Hold	13,902	–	–	0.13%	119
2021 Q2	$350K	Buy	13,902 +3	+0%	+$76	0.13%	117
2021 Q1	$338K	Hold	13,899	–	–	0.13%	117
2020 Q4	$297K	Hold	13,899	–	–	0.13%	122
2020 Q3	$256K	Hold	13,899	–	–	0.12%	123
2020 Q2	$240K	Buy	13,899 +30	+0.2%	+$507	0.13%	122
2020 Q1	$208K	Hold	13,869	–	–	0.13%	125
2019 Q4	$268K	Hold	13,869	–	–	0.14%	121
2019 Q3	$253K	Hold	13,869	–	–	0.14%	119
2019 Q2	$245K	Hold	13,869	–	–	0.14%	121
2019 Q1	$242K	Hold	13,869	–	–	0.14%	117
2018 Q4	$217K	Hold	13,869	–	–	0.14%	117
2018 Q3	$245K	Hold	13,869	–	–	0.16%	106
2018 Q2	$228K	Buy	13,869 +249	+2%	+$4.1K	0.16%	110
2018 Q1	$223K	Hold	13,620	–	–	0.16%	115
2017 Q4	$232K	Hold	13,620	–	–	0.17%	111
2017 Q3	$212K	Hold	13,620	–	–	0.16%	108
2017 Q2	$205K	Buy	13,620 +21	+0.2%	+$315	0.16%	108
2017 Q1	$202K	Hold	13,599	–	–	0.17%	103
2016 Q4	$198K	Buy	13,599 +93	+0.7%	+$1.32K	0.18%	100
2016 Q3	$190K	Hold	13,506	–	–	0.17%	101
2016 Q2	$187K	Hold	13,506	–	–	0.18%	97
2016 Q1	$180K	Buy	+13,506	New	+$171K	0.17%	98

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

Sutton Wealth Advisors's SCHD Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.02% in Q3 2023, buying an estimated $74 and bringing the position to 13,539 shares worth $319K. The position accounts for 0.16% of the portfolio, ranked #84.

Sutton Wealth Advisors first reported a position in SCHD in Q1 2016 and has held it in 31 quarters since. The position peaked at $393K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Sutton Wealth Advisors held 13,539 shares of Schwab US Dividend Equity ETF worth $319K as of Q3 2023.
Sutton Wealth Advisors bought 3 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $74.
Schwab US Dividend Equity ETF made up 0.16% of Sutton Wealth Advisors's portfolio in Q3 2023, its #84 holding.
Sutton Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $393K in Q4 2021.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.