Heritage Wealth Management (Arizona)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Wealth Management (Arizona)’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	$250K	Buy	9,942 +7,086	+248%	+$175K	0.04%	310
2022 Q3	$63K	Buy	2,856 +2,151	+305%	+$52.3K	0.02%	374
2022 Q2	$16.8K	Hold	705	–	–	0.01%	568
2022 Q1	$19K	Buy	+705	New	+$18.5K	0.01%	613
2021 Q3	$17K	Hold	705	–	–	0.01%	583
2021 Q2	$18K	Buy	+705	New	+$17.8K	0.01%	579

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

Heritage Wealth Management (Arizona)'s SCHD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab US Dividend Equity ETF (SCHD) stake by 248% in Q4 2022, buying an estimated $175K and bringing the position to 9,942 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #310.

Heritage Wealth Management (Arizona) first reported a position in SCHD in Q2 2021 and has held it in 6 quarters since. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Heritage Wealth Management (Arizona) held 9,942 shares of Schwab US Dividend Equity ETF worth $250K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 7,086 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $175K.
Schwab US Dividend Equity ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #310 holding.
Heritage Wealth Management (Arizona) first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 6 quarters since.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.