American Portfolios Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

American Portfolios Advisors’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 Q3	$13.3M	Buy	600,024 +28,971	+5%	+$704K	0.56%	24
2022 Q2	$13.6M	Buy	571,053 +46,422	+9%	+$1.18M	0.56%	25
2022 Q1	$13.8M	Buy	524,631 +45,273	+9%	+$1.19M	0.47%	28
2021 Q4	$12.9M	Buy	479,358 +47,253	+11%	+$1.23M	0.44%	34
2021 Q3	$10.7M	Buy	432,105 +54,453	+14%	+$1.38M	0.4%	39
2021 Q2	$9.52M	Sell	377,652 -38,334	-9%	-$968K	0.37%	48
2021 Q1	$10.1M	Buy	415,986 +290,724	+232%	+$6.61M	0.44%	35
2020 Q4	$2.68M	Sell	125,262 -80,862	-39%	-$1.64M	0.14%	145
2020 Q3	$3.8M	Buy	206,124 +37,080	+22%	+$682K	0.22%	89
2020 Q2	$2.92M	Buy	169,044 +390	+0.2%	+$6.59K	0.19%	110
2020 Q1	$2.53M	Sell	168,654 -19,893	-11%	-$357K	0.21%	108
2019 Q4	$3.64M	Buy	188,547 +6,591	+4%	+$123K	0.26%	88
2019 Q3	$3.32M	Buy	181,956 +237	+0.1%	+$4.24K	0.27%	78
2019 Q2	$3.21M	Buy	181,719 +7,650	+4%	+$135K	0.27%	86
2019 Q1	$3.03M	Buy	174,069 +124,728	+253%	+$2.1M	0.29%	83
2018 Q4	$773K	Sell	49,341 -251,949	-84%	-$4.2M	0.1%	206
2018 Q3	$5.32M	Buy	301,290 +184,281	+157%	+$3.19M	0.61%	27
2018 Q2	$1.92M	Buy	117,009 +13,971	+14%	+$230K	0.26%	82
2018 Q1	$1.68M	Buy	103,038 +47,247	+85%	+$806K	0.25%	84
2017 Q4	$952K	Buy	+55,791	New	+$917K	0.15%	147

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's SCHD Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.1% in Q3 2022, buying an estimated $704K and bringing the position to 600,024 shares worth $13.3M. The position accounts for 0.56% of the portfolio, ranked #24.

American Portfolios Advisors first reported a position in SCHD in Q4 2017 and has held it in 20 quarters since. The position peaked at $13.8M in Q1 2022. 1,162 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

American Portfolios Advisors held 600,024 shares of Schwab US Dividend Equity ETF worth $13.3M as of Q3 2022.
American Portfolios Advisors bought 28,971 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $704K.
Schwab US Dividend Equity ETF made up 0.56% of American Portfolios Advisors's portfolio in Q3 2022, its #24 holding.
American Portfolios Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Schwab US Dividend Equity ETF position peaked at $13.8M in Q1 2022.
1,162 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.