Sweet Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sweet Financial Partners’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	$23.6M	Sell	838,437 -25,785	-3%	-$702K	5.12%	2
2024 Q2	$22.4M	Sell	864,222 -792	-0.1%	-$20.6K	5.12%	2
2024 Q1	$23.2M	Buy	865,014 +62,628	+8%	+$1.62M	5.37%	2
2023 Q4	$20.4M	Sell	802,386 -73,416	-8%	-$1.75M	4.84%	3
2023 Q3	$20.7M	Buy	875,802 +114	+0%	+$2.8K	5.47%	2
2023 Q2	$21.2M	Buy	875,688 +125,187	+17%	+$2.99M	5.52%	2
2023 Q1	$18.3M	Buy	+750,501	New	+$18.8M	5.06%	3

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sweet Financial Partners's SCHD Position: Q3 2024 in Review

Sweet Financial Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3% in Q3 2024, selling an estimated $702K and leaving 838,437 shares worth $23.6M. The position accounts for 5.12% of the portfolio, ranked #2.

Sweet Financial Partners first reported a position in SCHD in Q1 2023 and has held it in 7 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Sweet Financial Partners held 838,437 shares of Schwab US Dividend Equity ETF worth $23.6M as of Q3 2024.
Sweet Financial Partners sold 25,785 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $702K.
Schwab US Dividend Equity ETF made up 5.12% of Sweet Financial Partners's portfolio in Q3 2024, its #2 holding.
Sweet Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 7 quarters since.
1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.