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TMD Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TMD Wealth Management’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
Q2 		– Sell
-7,560
Closed -$203K – 60
2024
Q1 		$203K Buy
+7,560
New +$195K 0.05% 56

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AAS
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Bank of America
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Ameriprise
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
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Northwestern Mutual Wealth Management
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TMD Wealth Management's SCHD Position: Q2 2024 in Review

TMD Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 7,560 shares — an estimated $203K sold.

TMD Wealth Management first reported a position in SCHD in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • TMD Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • TMD Wealth Management sold 7,560 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $203K.
  • TMD Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 1 quarter.
  • TMD Wealth Management's Schwab US Dividend Equity ETF position peaked at $203K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.