Engrave Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Engrave Wealth Partners’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
2023 Q1	–	Sell	-8,166	Closed	-$206K	–	74
2022 Q4	$206K	Sell	8,166 -8,526	-51%	-$210K	0.07%	70
2022 Q3	$370K	Buy	16,692 +4,128	+33%	+$100K	0.17%	39
2022 Q2	$300K	Sell	12,564 -1,243,497	-99%	-$31.6M	0.13%	44
2022 Q1	$33M	Buy	1,256,061 +40,719	+3%	+$1.07M	12.34%	3
2021 Q4	$32.7M	Buy	1,215,342 +83,955	+7%	+$2.18M	9.45%	2
2021 Q3	$28M	Buy	1,131,387 +517,629	+84%	+$13.2M	8.27%	4
2021 Q2	$15.5M	Buy	+613,758	New	+$15.5M	4.67%	8
2020 Q3	–	Sell	-2,931	Closed	-$50K	–	357
2020 Q2	$50K	Buy	2,931 +2,100	+253%	+$35.5K	0.04%	113
2020 Q1	$12K	Hold	831	–	–	0.01%	197
2019 Q4	$16K	Buy	+831	New	+$15.6K	0.02%	249

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Engrave Wealth Partners's SCHD Position: Q1 2023 in Review

Engrave Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 8,166 shares — an estimated $206K sold.

Engrave Wealth Partners first reported a position in SCHD in Q4 2019 and held it in 10 quarters. The position peaked at $33M in Q1 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

Engrave Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
Engrave Wealth Partners sold 8,166 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $206K.
Engrave Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 10 quarters.
Engrave Wealth Partners's Schwab US Dividend Equity ETF position peaked at $33M in Q1 2022.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Engrave Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.