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

Waypoint Capital Advisors’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
-13,383
Closed -$326K – 133
2023
Q1 		$326K Buy
13,383
+99
+0.7% +$2.48K 0.11% 108
2022
Q4 		$334K Buy
+13,284
New +$328K 0.12% 103

Other funds holding SCHD

LPL Financial
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
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

Waypoint Capital Advisors's SCHD Position: Q2 2023 in Review

Waypoint Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 13,383 shares — an estimated $326K sold.

Waypoint Capital Advisors first reported a position in SCHD in Q4 2022 and held it in 2 quarters. The position peaked at $334K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

  • Waypoint Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Waypoint Capital Advisors sold 13,383 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $326K.
  • Waypoint Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 2 quarters.
  • Waypoint Capital Advisors's Schwab US Dividend Equity ETF position peaked at $334K in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Waypoint Capital Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.