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Ergoteles’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ergoteles’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 		– Sell
-153,594
Closed -$3.67M – 1934
2022
Q2 		$3.67M Buy
+153,594
New +$3.91M 0.11% 193

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ergoteles's SCHD Position: Q3 2022 in Review

Ergoteles sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 153,594 shares — an estimated $3.67M sold.

Ergoteles first reported a position in SCHD in Q2 2022 and held it in 1 quarter. The position peaked at $3.67M in Q2 2022. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

  • Ergoteles reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 153,594 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $3.67M.
  • Ergoteles first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 1 quarter.
  • Ergoteles's Schwab US Dividend Equity ETF position peaked at $3.67M in Q2 2022.
  • 1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.