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Clarity Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clarity Financial’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 		– Sell
-168,597
Closed -$4.17M – 116
2021
Q3 		$4.17M Buy
168,597
+137,634
+445% +$3.5M 0.68% 42
2021
Q2 		$780K Buy
+30,963
New +$782K 0.15% 67

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
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
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

Clarity Financial's SCHD Position: Q4 2021 in Review

Clarity Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2021, closing a stake of 168,597 shares — an estimated $4.17M sold.

Clarity Financial first reported a position in SCHD in Q2 2021 and held it in 2 quarters. The position peaked at $4.17M in Q3 2021. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

  • Clarity Financial reported no remaining Schwab US Dividend Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Clarity Financial sold 168,597 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $4.17M.
  • Clarity Financial first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 2 quarters.
  • Clarity Financial's Schwab US Dividend Equity ETF position peaked at $4.17M in Q3 2021.
  • 1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Clarity Financial's 13F filing for Q4 2021, filed 4 Feb 2022.