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Wealth Advisory Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-35,292
Closed -$780K – 130
2023
Q2 		$780K Buy
+35,292
New +$843K 0.21% 69

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SIS
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AAS
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Northwestern Mutual Wealth Management
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Wealth Advisory Solutions's SCHD Position: Q3 2023 in Review

Wealth Advisory Solutions sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 35,292 shares — an estimated $780K sold.

Wealth Advisory Solutions first reported a position in SCHD in Q2 2023 and held it in 1 quarter. The position peaked at $780K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • Wealth Advisory Solutions reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 35,292 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $780K.
  • Wealth Advisory Solutions first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 1 quarter.
  • Wealth Advisory Solutions's Schwab US Dividend Equity ETF position peaked at $780K in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Wealth Advisory Solutions's 13F filing for Q3 2023, filed 7 Feb 2024.