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RAFFA WEALTH MANAGEMENT, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2021
Q3 		– Sell
-3,711
Closed -$93.5K – 1130
2021
Q2 		$93.5K Buy
+3,711
New +$93.7K 0.03% 83

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CSIA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHD Position: Q3 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 3,711 shares — an estimated $93.5K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHD in Q2 2021 and held it in 1 quarter. The position peaked at $93.5K in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 3,711 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $93.5K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Schwab US Dividend Equity ETF position peaked at $93.5K in Q2 2021.
  • 927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2021, filed 27 Jul 2026.