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

Vestor Capital’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
Q2 		– Sell
-3,540
Closed -$95K – 259
2024
Q1 		$95K Buy
+3,540
New +$91.5K 0.01% 186

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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vestor Capital's SCHD Position: Q2 2024 in Review

Vestor Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 3,540 shares — an estimated $95K sold.

Vestor Capital first reported a position in SCHD in Q1 2024 and held it in 1 quarter. The position peaked at $95K in Q1 2024. 1,559 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Vestor Capital reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Vestor Capital sold 3,540 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $95K.
  • Vestor Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 1 quarter.
  • Vestor Capital's Schwab US Dividend Equity ETF position peaked at $95K in Q1 2024.
  • 1,559 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Vestor Capital's 13F filing for Q2 2024, filed 30 Jul 2024.