G2 Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

G2 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
2023 Q1	–	Sell	-59,079	Closed	-$1.49M	–	58
2022 Q4	$1.49M	Buy	+59,079	New	+$1.46M	0.55%	33

Other funds holding SCHD

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

G2 Capital Management's SCHD Position: Q1 2023 in Review

G2 Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 59,079 shares — an estimated $1.49M sold.

G2 Capital Management first reported a position in SCHD in Q4 2022 and held it in 1 quarter. The position peaked at $1.49M in Q4 2022. 1,345 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

G2 Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
G2 Capital Management sold 59,079 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $1.49M.
G2 Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 1 quarter.
G2 Capital Management's Schwab US Dividend Equity ETF position peaked at $1.49M in Q4 2022.
1,345 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on G2 Capital Management's 13F filing for Q1 2023, filed 4 May 2023.