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

Blume 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	-786	Closed	-$21K	–	324
2021 Q4	$21K	Hold	786	–	–	0.01%	222
2021 Q3	$19K	Hold	786	–	–	0.01%	235
2021 Q2	$20K	Buy	+786	New	+$19.8K	0.01%	220

Other funds holding SCHD

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

CSIA

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

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

WANY

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

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

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

Blume Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 786 shares — an estimated $21K sold.

Blume Capital Management first reported a position in SCHD in Q2 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Blume Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
Blume Capital Management sold 786 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $21K.
Blume Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 3 quarters.
Blume Capital Management's Schwab US Dividend Equity ETF position peaked at $21K in Q4 2021.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

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