Clearshares’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clearshares’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	$5.25M	Hold	212,127	–	–	3.94%	8
2021 Q3	$5.25M	Buy	212,127 +5,142	+2%	+$131K	3.94%	8
2021 Q2	$5.22M	Buy	206,985 +2,616	+1%	+$66.1K	4.05%	9
2021 Q1	$4.97M	Buy	+204,369	New	+$4.65M	4.02%	9
2020 Q3	$1.62M	Hold	87,972	–	–	1.41%	27
2020 Q2	$1.5M	Hold	87,972	–	–	1.2%	29
2020 Q1	$1.32M	Buy	+87,972	New	+$1.58M	1.86%	21

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

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

WANY

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $187B AUM 21.7% 1-Year Est. Return

Clearshares's SCHD Position: Q4 2021 in Review

Clearshares held its Schwab US Dividend Equity ETF (SCHD) position steady in Q4 2021 at 212,127 shares worth $5.25M. The position accounts for 3.94% of the portfolio, ranked #8.

Clearshares first reported a position in SCHD in Q1 2020 and has held it in 7 quarters since. 1,111 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Clearshares held 212,127 shares of Schwab US Dividend Equity ETF worth $5.25M as of Q4 2021.
Clearshares left its Schwab US Dividend Equity ETF share count unchanged in Q4 2021.
Schwab US Dividend Equity ETF made up 3.94% of Clearshares's portfolio in Q4 2021, its #8 holding.
Clearshares first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 7 quarters since.
1,111 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.