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

Aquire 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
-6,687
Closed -$180K – 200
2021
Q4 		$180K Buy
+6,687
New +$174K 0.09% 42

Other funds holding SCHD

Wealthfront Advisers
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Aquire Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 6,687 shares — an estimated $180K sold.

Aquire Wealth Advisors first reported a position in SCHD in Q4 2021 and held it in 1 quarter. The position peaked at $180K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 6,687 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $180K.
  • Aquire Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $180K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.