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

Wealth Group’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
Q3 		– Sell
-8,700
Closed -$226K – 161
2024
Q2 		$226K Hold
8,700
– – 0.16% 137
2024
Q1 		$234K Buy
+8,700
New +$225K 0.18% 128

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Group's SCHD Position: Q3 2024 in Review

Wealth Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 8,700 shares — an estimated $226K sold.

Wealth Group first reported a position in SCHD in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q1 2024. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

  • Wealth Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Wealth Group sold 8,700 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $226K.
  • Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 2 quarters.
  • Wealth Group's Schwab US Dividend Equity ETF position peaked at $234K in Q1 2024.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Wealth Group's 13F filing for Q3 2024, filed 31 Oct 2024.