FourThought Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FourThought Financial’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	$66K	Hold	3,000	–	–	0.01%	526
2022 Q2	$72K	Hold	3,000	–	–	0.01%	516
2022 Q1	$79K	Hold	3,000	–	–	0.01%	534
2021 Q4	$81K	Hold	3,000	–	–	0.01%	526
2021 Q3	$74K	Sell	3,000 -687	-19%	-$17.5K	0.01%	576
2021 Q2	$92K	Buy	3,687 +687	+23%	+$17.3K	0.01%	527
2021 Q1	$72K	Hold	3,000	–	–	0.01%	586
2020 Q4	$64K	Buy	+3,000	New	+$60.8K	0.01%	604

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FourThought Financial's SCHD Position: Q3 2022 in Review

FourThought Financial held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2022 at 3,000 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #526.

FourThought Financial first reported a position in SCHD in Q4 2020 and has held it in 8 quarters since. The position peaked at $92K in Q2 2021. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

FourThought Financial held 3,000 shares of Schwab US Dividend Equity ETF worth $66K as of Q3 2022.
FourThought Financial left its Schwab US Dividend Equity ETF share count unchanged in Q3 2022.
Schwab US Dividend Equity ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #526 holding.
FourThought Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Schwab US Dividend Equity ETF position peaked at $92K in Q2 2021.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.