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Wambolt & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wambolt & Associates’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 		– Sell
-54,090
Closed -$1.33M – 263
2023
Q1 		$1.33M Buy
+54,090
New +$1.35M 0.47% 75

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CSIA
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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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wambolt & Associates's SCHD Position: Q2 2023 in Review

Wambolt & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 54,090 shares — an estimated $1.33M sold.

Wambolt & Associates first reported a position in SCHD in Q1 2023 and held it in 1 quarter. The position peaked at $1.33M in Q1 2023. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

  • Wambolt & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 54,090 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $1.33M.
  • Wambolt & Associates first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Schwab US Dividend Equity ETF position peaked at $1.33M in Q1 2023.
  • 1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.