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

Vigilant Capital Management’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 Q2	$109K	Hold	4,485	–	–	0.01%	203
2023 Q1	$109K	Sell	4,485 -60	-1%	-$1.5K	0.01%	199
2022 Q4	$114K	Sell	4,545 -1,704	-27%	-$42.1K	0.01%	197
2022 Q3	$138K	Buy	6,249 +750	+14%	+$18.2K	0.01%	182
2022 Q2	$131K	Sell	5,499 -2,454	-31%	-$62.4K	0.01%	188
2022 Q1	$209K	Buy	7,953 +471	+6%	+$12.3K	0.02%	168
2021 Q4	$202K	Sell	7,482 -831	-10%	-$21.6K	0.01%	195
2021 Q3	$206K	Sell	8,313 -9,072	-52%	-$231K	0.02%	147
2021 Q2	$438K	Buy	17,385 +48	+0.3%	+$1.21K	0.04%	95
2021 Q1	$421K	Buy	+17,337	New	+$394K	0.04%	91
2020 Q4	–	Sell	-2,061	Closed	-$38K	–	367
2020 Q3	$38K	Buy	+2,061	New	+$37.9K	﹤0.01%	237
2019 Q4	–	Sell	-13,047	Closed	-$238K	–	475
2019 Q3	$238K	Buy	+13,047	New	+$234K	0.03%	113

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

AAS

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Vigilant Capital Management's SCHD Position: Q2 2023 in Review

Vigilant Capital Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2023 at 4,485 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #203.

Vigilant Capital Management first reported a position in SCHD in Q3 2019 and has held it in 12 quarters since. The position peaked at $438K in Q2 2021. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Vigilant Capital Management held 4,485 shares of Schwab US Dividend Equity ETF worth $109K as of Q2 2023.
Vigilant Capital Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2023.
Schwab US Dividend Equity ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #203 holding.
Vigilant Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 12 quarters since.
Vigilant Capital Management's Schwab US Dividend Equity ETF position peaked at $438K in Q2 2021.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.