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

Doliver 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 Q4	–	Sell	-10,653	Closed	-$236K	–	164
2022 Q3	$236K	Hold	10,653	–	–	0.09%	128
2022 Q2	$254K	Hold	10,653	–	–	0.09%	133
2022 Q1	$280K	Hold	10,653	–	–	0.09%	138
2021 Q4	$279K	Sell	10,653 -8,979	-46%	-$233K	0.09%	130
2021 Q3	$486K	Buy	+19,632	New	+$499K	0.16%	100

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

Doliver Advisors's SCHD Position: Q4 2022 in Review

Doliver Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 10,653 shares — an estimated $236K sold.

Doliver Advisors first reported a position in SCHD in Q3 2021 and held it in 5 quarters. The position peaked at $486K in Q3 2021. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Doliver Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
Doliver Advisors sold 10,653 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $236K.
Doliver Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and held it in 5 quarters.
Doliver Advisors's Schwab US Dividend Equity ETF position peaked at $486K in Q3 2021.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Doliver Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.