Coho Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Coho Partners’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 Q4	–	Sell	-200,721	Closed	-$4.45M	–	75
2022 Q3	$4.45M	Buy	+200,721	New	+$4.88M	0.08%	36
2022 Q1	–	Sell	-42,819	Closed	-$1.15M	–	82
2021 Q4	$1.15M	Buy	+42,819	New	+$1.11M	0.02%	47

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Coho Partners's SCHD Position: Q4 2022 in Review

Coho Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 200,721 shares — an estimated $4.45M sold.

Coho Partners first reported a position in SCHD in Q4 2021 and held it in 2 quarters. The position peaked at $4.45M in Q3 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Coho Partners reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
Coho Partners sold 200,721 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $4.45M.
Coho Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 2 quarters.
Coho Partners's Schwab US Dividend Equity ETF position peaked at $4.45M in Q3 2022.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Coho Partners's 13F filing for Q4 2022, filed 11 Jan 2023.