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American Planning Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

American Planning Services’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 		– Sell
-126,306
Closed -$3.18M – 32
2022
Q4 		$3.18M Buy
126,306
+126,189
+107,854% +$3.11M 3.18% 8
2022
Q3 		$2.6K Sell
117
-107,565
-100% -$2.61M 3.23% 7
2022
Q2 		$2.57M Buy
107,682
+9,774
+10% +$249K 2.86% 9
2022
Q1 		$2.58M Buy
+97,908
New +$2.56M 2.75% 8

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CSIA
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 21.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Planning Services's SCHD Position: Q1 2023 in Review

American Planning Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 126,306 shares — an estimated $3.18M sold.

American Planning Services first reported a position in SCHD in Q1 2022 and held it in 4 quarters. The position peaked at $3.18M in Q4 2022. 1,345 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • American Planning Services reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • American Planning Services sold 126,306 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $3.18M.
  • American Planning Services first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 4 quarters.
  • American Planning Services's Schwab US Dividend Equity ETF position peaked at $3.18M in Q4 2022.
  • 1,345 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on American Planning Services's 13F filing for Q1 2023, filed 8 May 2023.