Dixon Hubard Feinour & Brown’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$4.34M	Sell	181,605 -5,925	-3%	-$151K	0.52%	60
2022 Q1	$4.93M	Sell	187,530 -801	-0.4%	-$21K	0.49%	57
2021 Q4	$5.07M	Buy	+188,331	New	+$4.89M	0.49%	64

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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 $162B AUM 16.35% 1-Year Est. Return

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

AAS

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

Dixon Hubard Feinour & Brown's SCHD Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q2 2022, selling an estimated $151K and leaving 181,605 shares worth $4.34M. The position accounts for 0.52% of the portfolio, ranked #60.

Dixon Hubard Feinour & Brown first reported a position in SCHD in Q4 2021 and has held it in 3 quarters since. The position peaked at $5.07M in Q4 2021. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Dixon Hubard Feinour & Brown held 181,605 shares of Schwab US Dividend Equity ETF worth $4.34M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 5,925 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $151K.
Schwab US Dividend Equity ETF made up 0.52% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #60 holding.
Dixon Hubard Feinour & Brown first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 3 quarters since.
Dixon Hubard Feinour & Brown's Schwab US Dividend Equity ETF position peaked at $5.07M in Q4 2021.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.