Dixon Hughes Goodman Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dixon Hughes Goodman Wealth 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 Q1	$2K	Buy	+60	New	+$1.57K	﹤0.01%	734

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

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

WANY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Dixon Hughes Goodman Wealth Advisors's SCHD Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2022: 60 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings.

1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 60 shares of Schwab US Dividend Equity ETF worth $2K as of Q1 2022.
Schwab US Dividend Equity ETF was a new Dixon Hughes Goodman Wealth Advisors position in Q1 2022.
Schwab US Dividend Equity ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #734 holding.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.