Adams Chetwood Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$9.66M	Sell	367,299 -5,100	-1%	-$134K	5.47%	5
2021 Q4	$10M	Sell	372,399 -27,963	-7%	-$726K	6.82%	4
2021 Q3	$9.91M	Sell	400,362 -44,295	-10%	-$1.13M	7.17%	3
2021 Q2	$11.2M	Sell	444,657 -44,289	-9%	-$1.12M	7.91%	3
2021 Q1	$11.9M	Sell	488,946 -9,798	-2%	-$223K	9.06%	3
2020 Q4	$10.7M	Buy	498,744 +29,049	+6%	+$589K	8.84%	3
2020 Q3	$8.66M	Buy	469,695 +15,366	+3%	+$283K	8.34%	3
2020 Q2	$7.84M	Buy	454,329 +68,760	+18%	+$1.16M	7.97%	3
2020 Q1	$6.53M	Sell	385,569 -3,636	-0.9%	-$65.3K	7.64%	3
2019 Q4	$7.51M	Buy	+389,205	New	+$7.29M	7.69%	4

Other funds holding SCHD

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Adams Chetwood Wealth Management's SCHD Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.4% in Q1 2022, selling an estimated $134K and leaving 367,299 shares worth $9.66M. The position accounts for 5.47% of the portfolio, ranked #5.

Adams Chetwood Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 10 quarters since. The position peaked at $11.9M in Q1 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Adams Chetwood Wealth Management held 367,299 shares of Schwab US Dividend Equity ETF worth $9.66M as of Q1 2022.
Adams Chetwood Wealth Management sold 5,100 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $134K.
Schwab US Dividend Equity ETF made up 5.47% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #5 holding.
Adams Chetwood Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Schwab US Dividend Equity ETF position peaked at $11.9M in Q1 2021.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.