Ahrens Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ahrens Investment Partners’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 Q1	$574K	Sell	23,532 -21,027	-47%	-$526K	0.28%	64
2022 Q4	$1.12M	Buy	44,559 +4,656	+12%	+$115K	0.51%	52
2022 Q3	$884K	Buy	39,903 +25,128	+170%	+$610K	0.47%	45
2022 Q2	$353K	Buy	14,775 +13,200	+838%	+$336K	0.16%	110
2022 Q1	$41K	Sell	1,575 -2,136	-58%	-$55.9K	0.01%	433
2021 Q4	$100K	Buy	+3,711	New	+$96.4K	0.04%	289

Other funds holding SCHD

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

Ahrens Investment Partners's SCHD Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q1 2023, selling an estimated $526K and leaving 23,532 shares worth $574K. The position accounts for 0.28% of the portfolio, ranked #64.

Ahrens Investment Partners first reported a position in SCHD in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

Ahrens Investment Partners held 23,532 shares of Schwab US Dividend Equity ETF worth $574K as of Q1 2023.
Ahrens Investment Partners sold 21,027 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $526K.
Schwab US Dividend Equity ETF made up 0.28% of Ahrens Investment Partners's portfolio in Q1 2023, its #64 holding.
Ahrens Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 6 quarters since.
Ahrens Investment Partners's Schwab US Dividend Equity ETF position peaked at $1.12M in Q4 2022.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.