Unique Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-303	Closed	-$8.15K	–	584
2024 Q2	$8.15K	Buy	+303	New	+$7.89K	﹤0.01%	341
2024 Q1	–	Sell	-16,500	Closed	-$419K	–	209
2023 Q4	$419K	Buy	+16,500	New	+$393K	0.28%	116

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Unique Wealth Strategies's SCHD Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 303 shares — an estimated $8.15K sold.

Unique Wealth Strategies first reported a position in SCHD in Q4 2023 and held it in 2 quarters. The position peaked at $419K in Q4 2023. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Unique Wealth Strategies reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 303 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $8.15K.
Unique Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 2 quarters.
Unique Wealth Strategies's Schwab US Dividend Equity ETF position peaked at $419K in Q4 2023.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.