Clear Perspective Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clear Perspective Advisors’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	$23.9M	Buy	888,333 +14,646	+2%	+$380K	7.27%	2
2021 Q3	$21.6M	Buy	873,687 +30,216	+4%	+$768K	7.4%	2
2021 Q2	$21.3M	Buy	843,471 +43,905	+5%	+$1.11M	7.38%	2
2021 Q1	$19.4M	Buy	799,566 +14,481	+2%	+$329K	7.6%	2
2020 Q4	$16.8M	Buy	785,085 +34,299	+5%	+$695K	6.86%	2
2020 Q3	$209	Sell	750,786 -17,844	-2%	-$328K	0.1%	130
2020 Q2	$13.3M	Buy	768,630 +19,299	+3%	+$326K	7.23%	3
2020 Q1	$11.2M	Buy	749,331 +557,676	+291%	+$10M	7.5%	3
2019 Q4	$3.7M	Buy	191,655 +56,088	+41%	+$1.05M	2.29%	7
2019 Q3	$2.48M	Buy	135,567 +40,374	+42%	+$723K	1.12%	22
2019 Q2	$1.68M	Buy	95,193 +15,219	+19%	+$268K	1.08%	22
2019 Q1	$1.39M	Buy	79,974 +9,408	+13%	+$158K	0.99%	26
2018 Q4	$1.1M	Buy	70,566 +11,100	+19%	+$185K	0.92%	27
2018 Q3	$1.05M	Buy	59,466 +6,537	+12%	+$113K	0.78%	31
2018 Q2	$870K	Buy	52,929 +2,295	+5%	+$37.8K	0.61%	38
2018 Q1	$828K	Buy	50,634 +8,100	+19%	+$138K	0.62%	35
2017 Q4	$725K	Buy	42,534 +17,559	+70%	+$288K	0.55%	45
2017 Q3	$390K	Buy	24,975 +10,680	+75%	+$163K	0.32%	83
2017 Q2	$215K	Buy	14,295 +10,155	+245%	+$152K	0.18%	120
2017 Q1	$62K	Buy	+4,140	New	+$61K	0.04%	199

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

Clear Perspective Advisors's SCHD Position: Q4 2021 in Review

Clear Perspective Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q4 2021, buying an estimated $380K and bringing the position to 888,333 shares worth $23.9M. The position accounts for 7.27% of the portfolio, ranked #2.

Clear Perspective Advisors first reported a position in SCHD in Q1 2017 and has held it in 20 quarters since. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Clear Perspective Advisors held 888,333 shares of Schwab US Dividend Equity ETF worth $23.9M as of Q4 2021.
Clear Perspective Advisors bought 14,646 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $380K.
Schwab US Dividend Equity ETF made up 7.27% of Clear Perspective Advisors's portfolio in Q4 2021, its #2 holding.
Clear Perspective Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 20 quarters since.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.