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DHK Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

DHK Financial 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
2022
Q3 		– Sell
-143,955
Closed -$3.44M – 42
2022
Q2 		$3.44M Hold
143,955
– – 3.29% 6
2022
Q1 		$3.79M Buy
143,955
+48,555
+51% +$1.27M 3.2% 6
2021
Q4 		$2.57M Buy
+95,400
New +$2.48M 2.42% 14

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DHK Financial Advisors's SCHD Position: Q3 2022 in Review

DHK Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 143,955 shares — an estimated $3.44M sold.

DHK Financial Advisors first reported a position in SCHD in Q4 2021 and held it in 3 quarters. The position peaked at $3.79M in Q1 2022. 1,161 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

  • DHK Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
  • DHK Financial Advisors sold 143,955 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $3.44M.
  • DHK Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 3 quarters.
  • DHK Financial Advisors's Schwab US Dividend Equity ETF position peaked at $3.79M in Q1 2022.
  • 1,161 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on DHK Financial Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.