Advus Financial Partners, LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advus Financial Partners, LLC’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	-13,092	Closed	-$309K	–	187
2023 Q3	$309K	Sell	13,092 -993	-7%	-$24.4K	0.12%	101
2023 Q2	$341K	Sell	14,085 -615	-4%	-$14.7K	0.13%	99
2023 Q1	$358K	Buy	14,700 +1,734	+13%	+$43.4K	0.15%	91
2022 Q4	$327K	Buy	12,966 +2,016	+18%	+$49.8K	0.14%	96
2022 Q3	$242K	Buy	10,950 +1,134	+12%	+$27.6K	0.13%	107
2022 Q2	$234K	Buy	+9,816	New	+$250K	0.12%	112

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Advus Financial Partners, LLC's SCHD Position: Q4 2023 in Review

Advus Financial Partners, LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 13,092 shares — an estimated $309K sold.

Advus Financial Partners, LLC first reported a position in SCHD in Q2 2022 and held it in 6 quarters. The position peaked at $358K in Q1 2023. 1,526 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Advus Financial Partners, LLC reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
Advus Financial Partners, LLC sold 13,092 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $309K.
Advus Financial Partners, LLC first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 6 quarters.
Advus Financial Partners, LLC's Schwab US Dividend Equity ETF position peaked at $358K in Q1 2023.
1,526 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2023, filed 25 Aug 2026.