HawsGoodwin Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$601K	Hold	22,308	–	–	0.18%	79
2021 Q3	$552K	Hold	22,308	–	–	0.17%	79
2021 Q2	$562K	Hold	22,308	–	–	0.17%	79
2021 Q1	$542K	Sell	22,308 -255	-1%	-$5.8K	0.17%	78
2020 Q4	$482K	Hold	22,563	–	–	0.15%	72
2020 Q3	$416K	Buy	22,563 +1,635	+8%	+$30.1K	0.15%	67
2020 Q2	$361K	Sell	20,928 -30,066	-59%	-$508K	0.14%	69
2020 Q1	$765K	Sell	50,994 -63	-0.1%	-$1.13K	0.39%	63
2019 Q4	$986K	Buy	+51,057	New	+$956K	0.51%	59

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

HawsGoodwin Investment Management's SCHD Position: Q4 2021 in Review

HawsGoodwin Investment Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q4 2021 at 22,308 shares worth $601K. The position accounts for 0.18% of the portfolio, ranked #79.

HawsGoodwin Investment Management first reported a position in SCHD in Q4 2019 and has held it in 9 quarters since. The position peaked at $986K in Q4 2019. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

HawsGoodwin Investment Management held 22,308 shares of Schwab US Dividend Equity ETF worth $601K as of Q4 2021.
HawsGoodwin Investment Management left its Schwab US Dividend Equity ETF share count unchanged in Q4 2021.
Schwab US Dividend Equity ETF made up 0.18% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #79 holding.
HawsGoodwin Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 9 quarters since.
HawsGoodwin Investment Management's Schwab US Dividend Equity ETF position peaked at $986K in Q4 2019.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.