Dowling & Yahnke’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dowling & Yahnke’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	$283K	Hold	12,801	–	–	0.01%	323
2022 Q2	$306K	Buy	12,801 +3	+0%	+$76	0.01%	311
2022 Q1	$337K	Buy	12,798 +1,500	+13%	+$39.3K	0.01%	301
2021 Q4	$304K	Buy	11,298 +2,559	+29%	+$66.5K	0.01%	320
2021 Q3	$216K	Hold	8,739	–	–	0.01%	349
2021 Q2	$220K	Buy	+8,739	New	+$221K	0.01%	339

Other funds holding SCHD

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dowling & Yahnke's SCHD Position: Q3 2022 in Review

Dowling & Yahnke held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2022 at 12,801 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #323.

Dowling & Yahnke first reported a position in SCHD in Q2 2021 and has held it in 6 quarters since. The position peaked at $337K in Q1 2022. 1,161 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Dowling & Yahnke held 12,801 shares of Schwab US Dividend Equity ETF worth $283K as of Q3 2022.
Dowling & Yahnke left its Schwab US Dividend Equity ETF share count unchanged in Q3 2022.
Schwab US Dividend Equity ETF made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #323 holding.
Dowling & Yahnke first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 6 quarters since.
Dowling & Yahnke's Schwab US Dividend Equity ETF position peaked at $337K in Q1 2022.
1,161 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.