Wolff Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wolff Financial Management’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	-9,297	Closed	-$227K	–	81
2023 Q1	$227K	Buy	9,297 +3	+0%	+$75	0.08%	93
2022 Q4	$234K	Buy	9,294 +3	+0%	+$74	0.09%	92
2022 Q3	$205K	Hold	9,291	–	–	0.09%	96
2022 Q2	$222K	Buy	+9,291	New	+$236K	0.1%	95

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

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

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

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

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

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

Wolff Financial Management's SCHD Position: Q2 2023 in Review

Wolff Financial Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2023, closing a stake of 9,297 shares — an estimated $227K sold.

Wolff Financial Management first reported a position in SCHD in Q2 2022 and held it in 4 quarters. The position peaked at $234K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Wolff Financial Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
Wolff Financial Management sold 9,297 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $227K.
Wolff Financial Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 4 quarters.
Wolff Financial Management's Schwab US Dividend Equity ETF position peaked at $234K in Q4 2022.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Wolff Financial Management's 13F filing for Q2 2023, filed 18 Jul 2023.