Bar Harbor Trust Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bar Harbor Trust Services’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	-24,000	Closed	-$631K	–	100
2022 Q1	$631K	Buy	+24,000	New	+$628K	0.19%	85

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CSIA

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

AAS

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

Bar Harbor Trust Services's SCHD Position: Q2 2022 in Review

Bar Harbor Trust Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 24,000 shares — an estimated $631K sold.

Bar Harbor Trust Services first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $631K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Bar Harbor Trust Services reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Bar Harbor Trust Services sold 24,000 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $631K.
Bar Harbor Trust Services first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
Bar Harbor Trust Services's Schwab US Dividend Equity ETF position peaked at $631K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Bar Harbor Trust Services's 13F filing for Q2 2022.