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EdgeRock Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

EdgeRock Capital’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
-138
Closed -$3K – 323
2022
Q3 		$3K Buy
+138
New +$3.35K ﹤0.01% 288

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EdgeRock Capital's SCHD Position: Q4 2022 in Review

EdgeRock Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 138 shares — an estimated $3K sold.

EdgeRock Capital first reported a position in SCHD in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 1,326 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

  • EdgeRock Capital reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 138 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $3K.
  • EdgeRock Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Schwab US Dividend Equity ETF position peaked at $3K in Q3 2022.
  • 1,326 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.