Asset Management Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Asset Management Corp’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
2023 Q1	$2.71M	Buy	110,997 +12,348	+13%	+$309K	2.12%	9
2022 Q4	$2.48M	Buy	98,649 +21,309	+28%	+$526K	2.08%	11
2022 Q3	$1.71M	Buy	77,340 +19,824	+34%	+$482K	1.03%	22
2022 Q2	$1.37M	Buy	57,516 +26,457	+85%	+$673K	0.89%	27
2022 Q1	$817K	Buy	31,059 +2,532	+9%	+$66.3K	0.41%	58
2021 Q4	$769K	Buy	28,527 +3,153	+12%	+$81.9K	0.38%	68
2021 Q3	$628K	Buy	25,374 +15,444	+156%	+$393K	0.31%	76
2021 Q2	$250K	Buy	+9,930	New	+$251K	0.14%	138

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Asset Management Corp's SCHD Position: Q1 2023 in Review

Asset Management Corp increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q1 2023, buying an estimated $309K and bringing the position to 110,997 shares worth $2.71M. The position accounts for 2.12% of the portfolio, ranked #9.

Asset Management Corp first reported a position in SCHD in Q2 2021 and has held it in 8 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

Asset Management Corp held 110,997 shares of Schwab US Dividend Equity ETF worth $2.71M as of Q1 2023.
Asset Management Corp bought 12,348 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $309K.
Schwab US Dividend Equity ETF made up 2.12% of Asset Management Corp's portfolio in Q1 2023, its #9 holding.
Asset Management Corp first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 8 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.