AWM
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Aries Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aries Wealth 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
Q2 		– Sell
-12,018
Closed -$316K – 215
2022
Q1 		$316K Buy
+12,018
New +$315K 0.14% 64

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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Aries Wealth Management's SCHD Position: Q2 2022 in Review

Aries Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 12,018 shares — an estimated $316K sold.

Aries Wealth Management first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $316K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

  • Aries Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 12,018 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $316K.
  • Aries Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Schwab US Dividend Equity ETF position peaked at $316K in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.