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

Aevitas 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 Q4	$3.61M	Buy	143,367 +41,889	+41%	+$1.03M	2.14%	13
2022 Q3	$2.25M	Buy	101,478 +20,694	+26%	+$503K	1.69%	14
2022 Q2	$1.93M	Buy	80,784 +19,488	+32%	+$496K	1.31%	21
2022 Q1	$1.61M	Buy	61,296 +42,432	+225%	+$1.11M	0.99%	28
2021 Q4	$508K	Buy	18,864 +1,626	+9%	+$42.2K	0.3%	80
2021 Q3	$427K	Buy	+17,238	New	+$438K	0.27%	90
2019 Q2	–	Sell	-1,398	Closed	-$24K	–	292
2019 Q1	$24K	Buy	1,398 +6	+0.4%	+$101	0.02%	245
2018 Q4	$22K	Buy	1,392 +12	+0.9%	+$200	0.02%	244
2018 Q3	$24K	Buy	1,380 +9	+0.7%	+$156	0.02%	275
2018 Q2	$23K	Buy	1,371 +12	+0.9%	+$198	0.02%	267
2018 Q1	$22K	Buy	1,359 +6	+0.4%	+$102	0.02%	248
2017 Q4	$23K	Buy	+1,353	New	+$22.2K	0.02%	247

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Aevitas Wealth Management's SCHD Position: Q4 2022 in Review

Aevitas Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 41% in Q4 2022, buying an estimated $1.03M and bringing the position to 143,367 shares worth $3.61M. The position accounts for 2.14% of the portfolio, ranked #13.

Aevitas Wealth Management first reported a position in SCHD in Q4 2017 and has held it in 12 quarters since. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Aevitas Wealth Management held 143,367 shares of Schwab US Dividend Equity ETF worth $3.61M as of Q4 2022.
Aevitas Wealth Management bought 41,889 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $1.03M.
Schwab US Dividend Equity ETF made up 2.14% of Aevitas Wealth Management's portfolio in Q4 2022, its #13 holding.
Aevitas Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 12 quarters since.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.