FFT Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FFT Wealth 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 Q2	–	Sell	-17,571	Closed	-$462K	–	58
2022 Q1	$462K	Buy	17,571 +114	+0.7%	+$2.98K	0.04%	38
2021 Q4	$470K	Hold	17,457	–	–	0.04%	39
2021 Q3	$432K	Hold	17,457	–	–	0.04%	53
2021 Q2	$440K	Hold	17,457	–	–	0.1%	30
2021 Q1	$424K	Hold	17,457	–	–	0.14%	22
2020 Q4	$373K	Buy	+17,457	New	+$354K	0.13%	23

Other funds holding SCHD

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FFT Wealth Management's SCHD Position: Q2 2022 in Review

FFT Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 17,571 shares — an estimated $462K sold.

FFT Wealth Management first reported a position in SCHD in Q4 2020 and held it in 6 quarters. The position peaked at $470K in Q4 2021. 1,184 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

FFT Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
FFT Wealth Management sold 17,571 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $462K.
FFT Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 6 quarters.
FFT Wealth Management's Schwab US Dividend Equity ETF position peaked at $470K in Q4 2021.
1,184 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on FFT Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.