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Amplius Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-300
Closed -$8K – 750
2021
Q4 		$8K Buy
+300
New +$7.79K ﹤0.01% 644

Other funds holding SCHD

Wealthfront Advisers
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Amplius Wealth Advisors's SCHD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 300 shares — an estimated $8K sold.

Amplius Wealth Advisors first reported a position in SCHD in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 300 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $8K.
  • Amplius Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $8K in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.