Harvest Group Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harvest Group Wealth 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
2022 Q1	–	Sell	-4,050	Closed	-$109K	–	158
2021 Q4	$109K	Hold	4,050	–	–	0.06%	35
2021 Q3	$100K	Hold	4,050	–	–	0.06%	35
2021 Q2	$102K	Buy	+4,050	New	+$102K	0.06%	32

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

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

WANY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harvest Group Wealth Management's SCHD Position: Q1 2022 in Review

Harvest Group Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 4,050 shares — an estimated $109K sold.

Harvest Group Wealth Management first reported a position in SCHD in Q2 2021 and held it in 3 quarters. The position peaked at $109K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Harvest Group Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
Harvest Group Wealth Management sold 4,050 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $109K.
Harvest Group Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 3 quarters.
Harvest Group Wealth Management's Schwab US Dividend Equity ETF position peaked at $109K in Q4 2021.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Harvest Group Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.