Zimmermann Investment Management & Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Zimmermann Investment Management & Planning’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 Q2	–	Sell	-18,369	Closed	-$494K	–	144
2024 Q1	$494K	Sell	18,369 -13,641	-43%	-$352K	0.18%	84
2023 Q4	$812K	Sell	32,010 -42,615	-57%	-$1.02M	0.33%	55
2023 Q3	$1.76M	Sell	74,625 -198,711	-73%	-$4.88M	0.84%	35
2023 Q2	$6.62M	Sell	273,336 -16,248	-6%	-$388K	3.08%	9
2023 Q1	$7.06M	Buy	289,584 +18,705	+7%	+$468K	3.69%	8
2022 Q4	$6.82M	Buy	270,879 +14,172	+6%	+$350K	3.93%	7
2022 Q3	$5.68M	Buy	256,707 +211,542	+468%	+$5.14M	3.54%	9
2022 Q2	$1.08M	Buy	45,165 +35,202	+353%	+$896K	0.74%	36
2022 Q1	$262K	Sell	9,963 -963	-9%	-$25.2K	0.16%	73
2021 Q4	$294K	Buy	+10,926	New	+$284K	0.16%	72

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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

RJFSA

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

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

Zimmermann Investment Management & Planning's SCHD Position: Q2 2024 in Review

Zimmermann Investment Management & Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 18,369 shares — an estimated $494K sold.

Zimmermann Investment Management & Planning first reported a position in SCHD in Q4 2021 and held it in 10 quarters. The position peaked at $7.06M in Q1 2023. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Zimmermann Investment Management & Planning reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 18,369 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $494K.
Zimmermann Investment Management & Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 10 quarters.
Zimmermann Investment Management & Planning's Schwab US Dividend Equity ETF position peaked at $7.06M in Q1 2023.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2024, filed 26 Jul 2024.