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Dravo Bay’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dravo Bay’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 		– Sell
-618
Closed -$16.3K – 136
2022
Q1 		$16.3K Buy
+618
New +$16.2K 0.01% 85

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
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

Dravo Bay's SCHD Position: Q2 2022 in Review

Dravo Bay sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 618 shares — an estimated $16.3K sold.

Dravo Bay first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $16.3K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

  • Dravo Bay reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Dravo Bay sold 618 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $16.3K.
  • Dravo Bay first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
  • Dravo Bay's Schwab US Dividend Equity ETF position peaked at $16.3K in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Dravo Bay's 13F filing for Q2 2022, filed 15 Aug 2022.