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Bullseye Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bullseye Investment 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
Q2 		– Sell
-14,472
Closed -$381K – 64
2022
Q1 		$381K Sell
14,472
-9,831
-40% -$257K 0.32% 30
2021
Q4 		$655K Buy
+24,303
New +$631K 0.48% 34

Other funds holding SCHD

Wealthfront Advisers
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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
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

Bullseye Investment Management's SCHD Position: Q2 2022 in Review

Bullseye Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 14,472 shares — an estimated $381K sold.

Bullseye Investment Management first reported a position in SCHD in Q4 2021 and held it in 2 quarters. The position peaked at $655K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

  • Bullseye Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Bullseye Investment Management sold 14,472 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $381K.
  • Bullseye Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 2 quarters.
  • Bullseye Investment Management's Schwab US Dividend Equity ETF position peaked at $655K in Q4 2021.
  • 1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Bullseye Investment Management's 13F filing for Q2 2022, filed 20 Jul 2022.