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

Highland 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
Q4 		– Sell
-60,354
Closed -$1.34M – 56
2022
Q3 		$1.34M Buy
+60,354
New +$1.47M 0.93% 20

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

Highland Financial Advisors's SCHD Position: Q4 2022 in Review

Highland Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 60,354 shares — an estimated $1.34M sold.

Highland Financial Advisors first reported a position in SCHD in Q3 2022 and held it in 1 quarter. The position peaked at $1.34M in Q3 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

  • Highland Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Highland Financial Advisors sold 60,354 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $1.34M.
  • Highland Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 1 quarter.
  • Highland Financial Advisors's Schwab US Dividend Equity ETF position peaked at $1.34M in Q3 2022.
  • 1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Highland Financial Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.