Financial Partners Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Partners Capital 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 Q4	$3.37M	Buy	133,896 +8,154	+6%	+$201K	0.75%	39
2022 Q3	$2.78M	Buy	125,742 +3,312	+3%	+$80.5K	0.66%	43
2022 Q2	$2.92M	Buy	122,430 +2,043	+2%	+$52K	0.63%	47
2022 Q1	$3.17M	Buy	120,387 +26,835	+29%	+$703K	0.59%	47
2021 Q4	$2.52M	Buy	93,552 +40,173	+75%	+$1.04M	0.45%	52
2021 Q3	$1.32M	Buy	53,379 +25,659	+93%	+$652K	0.24%	68
2021 Q2	$699K	Buy	+27,720	New	+$700K	0.13%	83

Other funds holding SCHD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Financial Partners Capital Management's SCHD Position: Q4 2022 in Review

Financial Partners Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.5% in Q4 2022, buying an estimated $201K and bringing the position to 133,896 shares worth $3.37M. The position accounts for 0.75% of the portfolio, ranked #39.

Financial Partners Capital Management first reported a position in SCHD in Q2 2021 and has held it in 7 quarters since. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Financial Partners Capital Management held 133,896 shares of Schwab US Dividend Equity ETF worth $3.37M as of Q4 2022.
Financial Partners Capital Management bought 8,154 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $201K.
Schwab US Dividend Equity ETF made up 0.75% of Financial Partners Capital Management's portfolio in Q4 2022, its #39 holding.
Financial Partners Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 7 quarters since.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.