Capital Wealth Alliance’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital Wealth Alliance’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	–	Sell	-16,068	Closed	-$357K	–	121
2022 Q3	$357K	Buy	+16,068	New	+$390K	0.3%	72

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

Capital Wealth Alliance's SCHD Position: Q4 2022 in Review

Capital Wealth Alliance sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 16,068 shares — an estimated $357K sold.

Capital Wealth Alliance first reported a position in SCHD in Q3 2022 and held it in 1 quarter. The position peaked at $357K in Q3 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Capital Wealth Alliance reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
Capital Wealth Alliance sold 16,068 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $357K.
Capital Wealth Alliance first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 1 quarter.
Capital Wealth Alliance's Schwab US Dividend Equity ETF position peaked at $357K in Q3 2022.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Capital Wealth Alliance's 13F filing for Q4 2022, filed 1 Feb 2023.