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

Ten Capital 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 Q2	$644K	Sell	26,643 -4,002	-13%	-$95.6K	0.19%	46
2023 Q1	$747K	Buy	30,645 +8,472	+38%	+$212K	0.24%	38
2022 Q4	$558K	Buy	22,173 +15,774	+247%	+$389K	0.22%	41
2022 Q3	$142K	Buy	6,399 +600	+10%	+$14.6K	0.06%	98
2022 Q2	$138K	Hold	5,799	–	–	0.06%	100
2022 Q1	$152K	Hold	5,799	–	–	0.06%	92
2021 Q4	$156K	Hold	5,799	–	–	0.06%	76
2021 Q3	$144K	Hold	5,799	–	–	0.07%	84
2021 Q2	$146K	Buy	5,799 +3,408	+143%	+$86K	0.03%	136
2021 Q1	$58K	Hold	2,391	–	–	0.01%	169
2020 Q4	$51K	Buy	+2,391	New	+$48.5K	0.01%	169

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

AAS

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

WANY

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ten Capital Wealth Advisors's SCHD Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2023, selling an estimated $95.6K and leaving 26,643 shares worth $644K. The position accounts for 0.19% of the portfolio, ranked #46.

Ten Capital Wealth Advisors first reported a position in SCHD in Q4 2020 and has held it in 11 quarters since. The position peaked at $747K in Q1 2023. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Ten Capital Wealth Advisors held 26,643 shares of Schwab US Dividend Equity ETF worth $644K as of Q2 2023.
Ten Capital Wealth Advisors sold 4,002 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $95.6K.
Schwab US Dividend Equity ETF made up 0.19% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #46 holding.
Ten Capital Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $747K in Q1 2023.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.