Antonetti Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Antonetti Capital 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 Q1	–	Sell	-27,000	Closed	-$727K	–	395
2021 Q4	$727K	Hold	27,000	–	–	0.57%	28
2021 Q3	$668K	Buy	+27,000	New	+$686K	0.54%	32

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CSIA

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WANY

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Antonetti Capital Management's SCHD Position: Q1 2022 in Review

Antonetti Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 27,000 shares — an estimated $727K sold.

Antonetti Capital Management first reported a position in SCHD in Q3 2021 and held it in 2 quarters. The position peaked at $727K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Antonetti Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
Antonetti Capital Management sold 27,000 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $727K.
Antonetti Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and held it in 2 quarters.
Antonetti Capital Management's Schwab US Dividend Equity ETF position peaked at $727K in Q4 2021.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Antonetti Capital Management's 13F filing for Q1 2022, filed 12 May 2022.