Twin Focus Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Twin Focus Capital Partners’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	–	Sell	-9,426	Closed	-$228K	–	215
2023 Q2	$228K	Hold	9,426	–	–	0.05%	198
2023 Q1	$230K	Buy	9,426 +921	+11%	+$23K	0.05%	198
2022 Q4	$214K	Buy	+8,505	New	+$210K	0.04%	202
2022 Q3	–	Sell	-8,505	Closed	-$203K	–	207
2022 Q2	$203K	Hold	8,505	–	–	0.05%	191
2022 Q1	$224K	Buy	+8,505	New	+$223K	0.04%	202

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

Twin Focus Capital Partners's SCHD Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 9,426 shares — an estimated $228K sold.

Twin Focus Capital Partners first reported a position in SCHD in Q1 2022 and held it in 5 quarters. The position peaked at $230K in Q1 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Twin Focus Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 9,426 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $228K.
Twin Focus Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 5 quarters.
Twin Focus Capital Partners's Schwab US Dividend Equity ETF position peaked at $230K in Q1 2023.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.