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

ETFidea’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	-8,091	Closed	-$204K	–	106
2022 Q4	$204K	Buy	+8,091	New	+$200K	0.09%	106
2022 Q2	–	Sell	-8,091	Closed	-$213K	–	114
2022 Q1	$213K	Hold	8,091	–	–	0.09%	107
2021 Q4	$218K	Buy	+8,091	New	+$210K	0.09%	104

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

ETFidea's SCHD Position: Q1 2023 in Review

ETFidea sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 8,091 shares — an estimated $204K sold.

ETFidea first reported a position in SCHD in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

ETFidea reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
ETFidea sold 8,091 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $204K.
ETFidea first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 3 quarters.
ETFidea's Schwab US Dividend Equity ETF position peaked at $218K in Q4 2021.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on ETFidea's 13F filing for Q1 2023, filed 15 May 2023.