Telemus Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Telemus Capital’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	$358K	Buy	+14,100	New	+$336K	0.03%	267

Other funds holding SCHD

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Telemus Capital's SCHD Position: Q4 2023 in Review

Telemus Capital opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2023: 14,100 shares worth $358K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Telemus Capital held 14,100 shares of Schwab US Dividend Equity ETF worth $358K as of Q4 2023.
Schwab US Dividend Equity ETF was a new Telemus Capital position in Q4 2023.
Schwab US Dividend Equity ETF made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #267 holding.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.