Gofen & Glossberg’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gofen & Glossberg’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	$247K	Sell	9,813 -1,341	-12%	-$33.1K	0.01%	470
2022 Q3	$247K	Buy	11,154 +39	+0.4%	+$948	0.01%	451
2022 Q2	$265K	Hold	11,115	–	–	0.01%	440
2022 Q1	$292K	Buy	11,115 +240	+2%	+$6.29K	0.01%	447
2021 Q4	$293K	Sell	10,875 -240	-2%	-$6.24K	0.01%	456
2021 Q3	$275K	Buy	11,115 +615	+6%	+$15.6K	0.01%	463
2021 Q2	$265K	Buy	+10,500	New	+$265K	0.01%	462

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

Gofen & Glossberg's SCHD Position: Q4 2022 in Review

Gofen & Glossberg reduced its Schwab US Dividend Equity ETF (SCHD) stake by 12% in Q4 2022, selling an estimated $33.1K and leaving 9,813 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #470.

Gofen & Glossberg first reported a position in SCHD in Q2 2021 and has held it in 7 quarters since. The position peaked at $293K in Q4 2021. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Gofen & Glossberg held 9,813 shares of Schwab US Dividend Equity ETF worth $247K as of Q4 2022.
Gofen & Glossberg sold 1,341 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $33.1K.
Schwab US Dividend Equity ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #470 holding.
Gofen & Glossberg first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 7 quarters since.
Gofen & Glossberg's Schwab US Dividend Equity ETF position peaked at $293K in Q4 2021.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.