HighTower Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HighTower Trust’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
2023 Q1	$4.28M	Buy	178,545 +9,441	+6%	+$236K	0.42%	43
2022 Q4	$4.22M	Buy	+169,104	New	+$4.17M	0.41%	44

Other funds holding SCHD

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HighTower Trust's SCHD Position: Q1 2023 in Review

HighTower Trust increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.6% in Q1 2023, buying an estimated $236K and bringing the position to 178,545 shares worth $4.28M. The position accounts for 0.42% of the portfolio, ranked #43.

HighTower Trust first reported a position in SCHD in Q4 2022 and has held it in 2 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

HighTower Trust held 178,545 shares of Schwab US Dividend Equity ETF worth $4.28M as of Q1 2023.
HighTower Trust bought 9,441 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $236K.
Schwab US Dividend Equity ETF made up 0.42% of HighTower Trust's portfolio in Q1 2023, its #43 holding.
HighTower Trust first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 2 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.