CCA
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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 0.07% 233
2022
Q1 		– Sell
-15,030
Closed -$405K – 566
2021
Q4 		$405K Hold
15,030
– – 0.04% 314
2021
Q3 		$372K Hold
15,030
– – 0.05% 304
2021
Q2 		$379K Buy
15,030
+30
+0.2% +$757 0.05% 300
2021
Q1 		$365K Hold
15,000
– – 0.05% 300
2020
Q4 		$321K Hold
15,000
– – 0.05% 321
2020
Q3 		$277K Hold
15,000
– – 0.05% 323
2020
Q2 		$259K Buy
+15,000
New +$253K 0.05% 351

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $431B AUM 30.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return