Eaton Vance Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eaton Vance Management’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	$413K	Buy	18,663 +54	+0.3%	+$1.31K	﹤0.01%	1375
2022 Q2	$444K	Sell	18,609 -1,080	-5%	-$27.5K	﹤0.01%	1393
2022 Q1	$517K	Buy	19,689 +10,737	+120%	+$281K	﹤0.01%	1509
2021 Q4	$242K	Buy	8,952 +609	+7%	+$15.8K	﹤0.01%	1492
2021 Q3	$156K	Sell	8,343 -7,803	-48%	-$198K	﹤0.01%	1368
2021 Q2	$406K	Buy	16,146 +3,729	+30%	+$94.2K	﹤0.01%	1392
2021 Q1	$302K	Sell	12,417 -825	-6%	-$18.8K	﹤0.01%	1379
2020 Q4	$283K	Buy	13,242 +1,026	+8%	+$20.8K	﹤0.01%	1344
2020 Q3	$225K	Buy	+12,216	New	+$225K	﹤0.01%	1273
2020 Q2	–	Sell	-16,941	Closed	-$254K	–	1337
2020 Q1	$254K	Buy	16,941 +702	+4%	+$12.6K	﹤0.01%	1181
2019 Q4	$314K	Buy	+16,239	New	+$304K	﹤0.01%	1203
2018 Q4	–	Sell	-12,837	Closed	-$227K	–	1202
2018 Q3	$227K	Buy	12,837 +9	+0.1%	+$156	﹤0.01%	1160
2018 Q2	$211K	Sell	12,828 -12,828	-50%	-$211K	﹤0.01%	1150
2018 Q1	$420K	Buy	25,656 +11,937	+87%	+$204K	﹤0.01%	1120
2017 Q4	$234K	Buy	+13,719	New	+$225K	﹤0.01%	1091

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WANY

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

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

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

Eaton Vance Management's SCHD Position: Q3 2022 in Review

Eaton Vance Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.29% in Q3 2022, buying an estimated $1.31K and bringing the position to 18,663 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Eaton Vance Management first reported a position in SCHD in Q4 2017 and has held it in 15 quarters since. The position peaked at $517K in Q1 2022. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Eaton Vance Management held 18,663 shares of Schwab US Dividend Equity ETF worth $413K as of Q3 2022.
Eaton Vance Management bought 54 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $1.31K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1375 holding.
Eaton Vance Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 15 quarters since.
Eaton Vance Management's Schwab US Dividend Equity ETF position peaked at $517K in Q1 2022.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.