HC Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HC Financial Advisors’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	$223K	Hold	9,339	–	–	0.15%	75
2022 Q1	$246K	Buy	9,339 +39	+0.4%	+$1.02K	0.15%	76
2021 Q4	$251K	Hold	9,300	–	–	0.14%	76
2021 Q3	$230K	Hold	9,300	–	–	0.14%	78
2021 Q2	$234K	Hold	9,300	–	–	0.14%	78
2021 Q1	$226K	Hold	9,300	–	–	0.14%	72
2020 Q4	$199K	Buy	+9,300	New	+$189K	0.13%	76
2020 Q2	–	Sell	-303	Closed	-$5K	–	387
2020 Q1	$5K	Buy	+303	New	+$5.44K	﹤0.01%	300

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

HC Financial Advisors's SCHD Position: Q2 2022 in Review

HC Financial Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2022 at 9,339 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #75.

HC Financial Advisors first reported a position in SCHD in Q1 2020 and has held it in 8 quarters since. The position peaked at $251K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

HC Financial Advisors held 9,339 shares of Schwab US Dividend Equity ETF worth $223K as of Q2 2022.
HC Financial Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2022.
Schwab US Dividend Equity ETF made up 0.15% of HC Financial Advisors's portfolio in Q2 2022, its #75 holding.
HC Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 8 quarters since.
HC Financial Advisors's Schwab US Dividend Equity ETF position peaked at $251K in Q4 2021.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.