WestHill Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WestHill Financial 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 Q4	–	Sell	-1,857	Closed	-$43.8K	–	103
2023 Q3	$43.8K	Buy	1,857 +957	+106%	+$23.5K	0.01%	86
2023 Q2	$21.8K	Hold	900	–	–	0.01%	93
2023 Q1	$21.9K	Buy	900 +600	+200%	+$15K	0.01%	92
2022 Q4	$7.55K	Hold	300	–	–	﹤0.01%	106
2022 Q3	$7K	Hold	300	–	–	﹤0.01%	99
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	104
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	111
2021 Q4	$8K	Hold	300	–	–	﹤0.01%	113
2021 Q3	$7K	Buy	+300	New	+$7.63K	﹤0.01%	98
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	79
2020 Q4	$6K	Buy	+300	New	+$6.08K	﹤0.01%	79

Other funds holding SCHD

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

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

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

AAS

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

WestHill Financial Advisors's SCHD Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 1,857 shares — an estimated $43.8K sold.

WestHill Financial Advisors first reported a position in SCHD in Q4 2020 and held it in 11 quarters. The position peaked at $43.8K in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

WestHill Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,857 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $43.8K.
WestHill Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Schwab US Dividend Equity ETF position peaked at $43.8K in Q3 2023.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.