Checchi Capital Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Checchi Capital Advisers’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 Q3	–	Sell	-27,030	Closed	-$671K	–	582
2022 Q2	$671K	Buy	+27,030	New	+$688K	0.06%	233
2022 Q1	–	Sell	-15,030	Closed	-$405K	–	566
2021 Q4	$405K	Hold	15,030	–	–	0.04%	314
2021 Q3	$372K	Hold	15,030	–	–	0.04%	304
2021 Q2	$379K	Buy	15,030 +30	+0.2%	+$757	0.04%	300
2021 Q1	$365K	Hold	15,000	–	–	0.04%	300
2020 Q4	$321K	Hold	15,000	–	–	0.03%	321
2020 Q3	$277K	Hold	15,000	–	–	0.03%	323
2020 Q2	$259K	Buy	+15,000	New	+$253K	0.03%	351

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Checchi Capital Advisers's SCHD Position: Q3 2022 in Review

Checchi Capital Advisers sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 27,030 shares — an estimated $671K sold.

Checchi Capital Advisers first reported a position in SCHD in Q2 2020 and held it in 8 quarters. The position peaked at $671K in Q2 2022. 1,162 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Checchi Capital Advisers reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
Checchi Capital Advisers sold 27,030 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $671K.
Checchi Capital Advisers first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 8 quarters.
Checchi Capital Advisers's Schwab US Dividend Equity ETF position peaked at $671K in Q2 2022.
1,162 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Checchi Capital Advisers's 13F filing for Q3 2022, filed 9 Nov 2022.