V Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

V Wealth 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
2023 Q3	$327K	Sell	13,869 -27,228	-66%	-$668K	0.26%	79
2023 Q2	$995K	Sell	41,097 -543	-1%	-$13K	0.17%	120
2023 Q1	$1.02M	Buy	41,640 +9,828	+31%	+$246K	0.19%	117
2022 Q4	$801K	Buy	31,812 +2,823	+10%	+$69.7K	0.17%	139
2022 Q3	$642K	Sell	28,989 -2,784	-9%	-$67.6K	0.13%	158
2022 Q2	$759K	Buy	31,773 +2,037	+7%	+$51.8K	0.14%	167
2022 Q1	$782K	Buy	29,736 +6,141	+26%	+$161K	0.13%	183
2021 Q4	$636K	Buy	+23,595	New	+$613K	0.09%	212
2020 Q3	–	Sell	-31,698	Closed	-$547K	–	308
2020 Q2	$547K	Sell	31,698 -3,375	-10%	-$57K	0.14%	175
2020 Q1	$526K	Buy	+35,073	New	+$630K	0.16%	140
2017 Q3	–	Sell	-2,325	Closed	-$35K	–	608
2017 Q2	$35K	Buy	+2,325	New	+$34.9K	0.02%	364

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

V Wealth Advisors's SCHD Position: Q3 2023 in Review

V Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 66% in Q3 2023, selling an estimated $668K and leaving 13,869 shares worth $327K. The position accounts for 0.26% of the portfolio, ranked #79.

V Wealth Advisors first reported a position in SCHD in Q2 2017 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

V Wealth Advisors held 13,869 shares of Schwab US Dividend Equity ETF worth $327K as of Q3 2023.
V Wealth Advisors sold 27,228 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $668K.
Schwab US Dividend Equity ETF made up 0.26% of V Wealth Advisors's portfolio in Q3 2023, its #79 holding.
V Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 11 quarters since.
V Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $1.02M in Q1 2023.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.