Clear Perspectives Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$11K	Sell	450 -63	-12%	-$1.57K	0.01%	138
2022 Q4	$12.9K	Buy	513 +12	+2%	+$296	0.01%	143
2022 Q3	$11K	Buy	501 +51	+11%	+$1.24K	0.01%	141
2022 Q2	$11K	Buy	+450	New	+$11.4K	﹤0.01%	152

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHD Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q1 2023, selling an estimated $1.57K and leaving 450 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #138.

Clear Perspectives Financial Planning first reported a position in SCHD in Q2 2022 and has held it in 4 quarters since. The position peaked at $12.9K in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

Clear Perspectives Financial Planning held 450 shares of Schwab US Dividend Equity ETF worth $11K as of Q1 2023.
Clear Perspectives Financial Planning sold 63 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $1.57K.
Schwab US Dividend Equity ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #138 holding.
Clear Perspectives Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 4 quarters since.
Clear Perspectives Financial Planning's Schwab US Dividend Equity ETF position peaked at $12.9K in Q4 2022.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.