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

Trifecta Capital 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
2024
Q1 		– Sell
-2,250
Closed -$57.1K – 437
2023
Q4 		$57.1K Sell
2,250
-450
-17% -$10.7K 0.02% 131
2023
Q3 		$63.7K Buy
2,700
+450
+20% +$11K 0.02% 124
2023
Q2 		$54.5K Buy
+2,250
New +$53.8K 0.02% 138

Other funds holding SCHD

LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Trifecta Capital Advisors's SCHD Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 2,250 shares — an estimated $57.1K sold.

Trifecta Capital Advisors first reported a position in SCHD in Q2 2023 and held it in 3 quarters. The position peaked at $63.7K in Q3 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 2,250 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $57.1K.
  • Trifecta Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 3 quarters.
  • Trifecta Capital Advisors's Schwab US Dividend Equity ETF position peaked at $63.7K in Q3 2023.
  • 1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.