Danda Trouve Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Danda Trouve Investment Management’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 Q3	$29K	Buy	1,326 +1,011	+321%	+$24.6K	0.05%	58
2022 Q2	$8K	Hold	315	–	–	0.01%	70
2022 Q1	$8K	Hold	315	–	–	0.01%	86
2021 Q4	$8K	Sell	315 -630	-67%	-$16.4K	0.01%	106
2021 Q3	$23K	Hold	945	–	–	0.03%	101
2021 Q2	$24K	Buy	945 +900	+2,000%	+$22.7K	0.03%	88
2021 Q1	$1K	Sell	45 -36	-44%	-$819	﹤0.01%	124
2020 Q4	$2K	Hold	81	–	–	﹤0.01%	160
2020 Q3	$2K	Hold	81	–	–	﹤0.01%	133
2020 Q2	$1K	Hold	81	–	–	﹤0.01%	138
2020 Q1	$1K	Sell	81 -55,596	-100%	-$998K	﹤0.01%	148
2019 Q4	$1.07M	Buy	+55,677	New	+$1.04M	1.55%	21

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WANY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Danda Trouve Investment Management's SCHD Position: Q3 2022 in Review

Danda Trouve Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 321% in Q3 2022, buying an estimated $24.6K and bringing the position to 1,326 shares worth $29K. The position accounts for 0.05% of the portfolio, ranked #58.

Danda Trouve Investment Management first reported a position in SCHD in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2019. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Danda Trouve Investment Management held 1,326 shares of Schwab US Dividend Equity ETF worth $29K as of Q3 2022.
Danda Trouve Investment Management bought 1,011 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $24.6K.
Schwab US Dividend Equity ETF made up 0.05% of Danda Trouve Investment Management's portfolio in Q3 2022, its #58 holding.
Danda Trouve Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Schwab US Dividend Equity ETF position peaked at $1.07M in Q4 2019.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.