Bridgeworth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bridgeworth’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	-17,553	Closed	-$473K	–	155
2021 Q4	$473K	Buy	+17,553	New	+$456K	0.1%	87
2018 Q3	–	Sell	-7,119	Closed	-$116K	–	452
2018 Q2	$116K	Buy	+7,119	New	+$117K	0.05%	188

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

Bridgeworth's SCHD Position: Q1 2022 in Review

Bridgeworth sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 17,553 shares — an estimated $473K sold.

Bridgeworth first reported a position in SCHD in Q2 2018 and held it in 2 quarters. The position peaked at $473K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Bridgeworth reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
Bridgeworth sold 17,553 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $473K.
Bridgeworth first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and held it in 2 quarters.
Bridgeworth's Schwab US Dividend Equity ETF position peaked at $473K in Q4 2021.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Bridgeworth's 13F filing for Q1 2022, filed 9 May 2022.