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

West 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 Q1	–	Sell	-13,725	Closed	-$348K	–	89
2023 Q4	$348K	Sell	13,725 -3,915	-22%	-$93.3K	0.14%	61
2023 Q3	$416K	Buy	17,640 +282	+2%	+$6.92K	0.18%	46
2023 Q2	$420K	Buy	+17,358	New	+$415K	0.18%	41

Other funds holding SCHD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

West Wealth Group's SCHD Position: Q1 2024 in Review

West Wealth Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 13,725 shares — an estimated $348K sold.

West Wealth Group first reported a position in SCHD in Q2 2023 and held it in 3 quarters. The position peaked at $420K in Q2 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

West Wealth Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
West Wealth Group sold 13,725 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $348K.
West Wealth Group first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 3 quarters.
West Wealth Group's Schwab US Dividend Equity ETF position peaked at $420K in Q2 2023.
1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.