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

Freedman Financial Associates’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	-135	Closed	-$4K	–	339
2022 Q1	$4K	Hold	135	–	–	﹤0.01%	423
2021 Q4	$4K	Hold	135	–	–	﹤0.01%	401
2021 Q3	$3K	Hold	135	–	–	﹤0.01%	423
2021 Q2	$3K	Buy	+135	New	+$3.41K	﹤0.01%	418

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

AAS

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

Freedman Financial Associates's SCHD Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 135 shares — an estimated $4K sold.

Freedman Financial Associates first reported a position in SCHD in Q2 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Freedman Financial Associates reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 135 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $4K.
Freedman Financial Associates first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 4 quarters.
Freedman Financial Associates's Schwab US Dividend Equity ETF position peaked at $4K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.