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

Boulder 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 Q4	$7.16M	Buy	+284,406	New	+$7.02M	6.41%	8

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Boulder Wealth Advisors's SCHD Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2022: 284,406 shares worth $7.16M. The stake represents 6.41% of the portfolio and ranks #8 among its holdings.

1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Boulder Wealth Advisors held 284,406 shares of Schwab US Dividend Equity ETF worth $7.16M as of Q4 2022.
Schwab US Dividend Equity ETF was a new Boulder Wealth Advisors position in Q4 2022.
Schwab US Dividend Equity ETF made up 6.41% of Boulder Wealth Advisors's portfolio in Q4 2022, its #8 holding.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.