TRUADVICE’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TRUADVICE’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 Q3	$2.12M	Buy	91,539 +32,301	+55%	+$793K	0.83%	30
2023 Q2	$1.47M	Sell	59,238 -54,765	-48%	-$1.31M	0.54%	53
2023 Q1	$2.76M	Sell	114,003 -466,428	-80%	-$11.7M	1.09%	21
2022 Q4	$14.9M	Buy	+580,431	New	+$14.3M	7.86%	1
2022 Q2	–	Sell	-17,304	Closed	-$438K	–	152
2022 Q1	$438K	Buy	+17,304	New	+$453K	0.24%	79

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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

TRUADVICE's SCHD Position: Q3 2023 in Review

TRUADVICE increased its Schwab US Dividend Equity ETF (SCHD) stake by 55% in Q3 2023, buying an estimated $793K and bringing the position to 91,539 shares worth $2.12M. The position accounts for 0.83% of the portfolio, ranked #30.

TRUADVICE first reported a position in SCHD in Q1 2022 and has held it in 5 quarters since. The position peaked at $14.9M in Q4 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

TRUADVICE held 91,539 shares of Schwab US Dividend Equity ETF worth $2.12M as of Q3 2023.
TRUADVICE bought 32,301 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $793K.
Schwab US Dividend Equity ETF made up 0.83% of TRUADVICE's portfolio in Q3 2023, its #30 holding.
TRUADVICE first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 5 quarters since.
TRUADVICE's Schwab US Dividend Equity ETF position peaked at $14.9M in Q4 2022.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.