WWP
SCHD icon

Walden Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Walden Wealth Partners’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 		$817K Hold
31,524
– – 0.46% 35
2024
Q1 		$827K Hold
31,524
– – 0.48% 33
2023
Q4 		$800K Buy
+31,524
New +$751K 0.5% 35

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $162B AUM 16.35% 1-Year Est. Return

Walden Wealth Partners's SCHD Position: Q2 2024 in Review

Walden Wealth Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2024 at 31,524 shares worth $817K. The position accounts for 0.46% of the portfolio, ranked #35.

Walden Wealth Partners first reported a position in SCHD in Q4 2023 and has held it in 3 quarters since. The position peaked at $827K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Walden Wealth Partners held 31,524 shares of Schwab US Dividend Equity ETF worth $817K as of Q2 2024.
  • Walden Wealth Partners left its Schwab US Dividend Equity ETF share count unchanged in Q2 2024.
  • Schwab US Dividend Equity ETF made up 0.46% of Walden Wealth Partners's portfolio in Q2 2024, its #35 holding.
  • Walden Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Schwab US Dividend Equity ETF position peaked at $827K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.