Fort Pitt Capital Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fort Pitt Capital Group’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	-11,700	Closed	-$308K	–	138
2022 Q1	$308K	Buy	+11,700	New	+$306K	0.01%	113
2021 Q3	–	Sell	-13,668	Closed	-$344K	–	164
2021 Q2	$344K	Buy	+13,668	New	+$345K	0.01%	143
2021 Q1	–	Sell	-4,536	Closed	-$97K	–	298
2020 Q4	$97K	Sell	4,536 -6,600	-59%	-$134K	﹤0.01%	159
2020 Q3	$205K	Sell	11,136 -1,419	-11%	-$26.1K	0.01%	132
2020 Q2	$217K	Buy	+12,555	New	+$212K	0.01%	159
2020 Q1	–	Sell	-12,012	Closed	-$232K	–	188
2019 Q4	$232K	Sell	12,012 -300	-2%	-$5.62K	0.01%	150
2019 Q3	$225K	Buy	12,312 +300	+2%	+$5.37K	0.01%	140
2019 Q2	$213K	Sell	12,012 -282	-2%	-$4.96K	0.02%	122
2019 Q1	$214K	Sell	12,294 -1,311	-10%	-$22K	0.02%	131
2018 Q4	$213K	Buy	+13,605	New	+$227K	0.02%	156
2018 Q3	–	Sell	-13,746	Closed	-$226K	–	140
2018 Q2	$226K	Buy	+13,746	New	+$226K	0.02%	121

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

Fort Pitt Capital Group's SCHD Position: Q2 2022 in Review

Fort Pitt Capital Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 11,700 shares — an estimated $308K sold.

Fort Pitt Capital Group first reported a position in SCHD in Q2 2018 and held it in 11 quarters. The position peaked at $344K in Q2 2021. 1,184 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Fort Pitt Capital Group reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Fort Pitt Capital Group sold 11,700 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $308K.
Fort Pitt Capital Group first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and held it in 11 quarters.
Fort Pitt Capital Group's Schwab US Dividend Equity ETF position peaked at $344K in Q2 2021.
1,184 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Fort Pitt Capital Group's 13F filing for Q2 2022, filed 20 Jul 2022.