Castle Financial & Retirement Planning Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$2.72M	Buy	+102,636	New	+$2.67M	9.22%	3

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Castle Financial & Retirement Planning Associates's SCHD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2021: 102,636 shares worth $2.72M. The stake represents 9.22% of the portfolio and ranks #3 among its holdings.

1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Castle Financial & Retirement Planning Associates held 102,636 shares of Schwab US Dividend Equity ETF worth $2.72M as of Q4 2021.
Schwab US Dividend Equity ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Schwab US Dividend Equity ETF made up 9.22% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #3 holding.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.