Home Federal Bank of Tennessee’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Home Federal Bank of Tennessee’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	–	Sell	-27,891	Closed	-$733K	–	74
2022 Q1	$733K	Hold	27,891	–	–	0.25%	47
2021 Q4	$751K	Sell	27,891 -2,835	-9%	-$73.7K	0.25%	48
2021 Q3	$760K	Hold	30,726	–	–	0.28%	47
2021 Q2	$775K	Sell	30,726 -129	-0.4%	-$3.26K	0.28%	48
2021 Q1	$750K	Hold	30,855	–	–	0.28%	48
2020 Q4	$660K	Hold	30,855	–	–	0.26%	48
2020 Q3	$569K	Hold	30,855	–	–	0.25%	48
2020 Q2	$532K	Hold	30,855	–	–	0.25%	51
2020 Q1	$463K	Buy	+30,855	New	+$554K	0.25%	50

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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 $187B AUM 21.7% 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

Home Federal Bank of Tennessee's SCHD Position: Q2 2022 in Review

Home Federal Bank of Tennessee sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 27,891 shares — an estimated $733K sold.

Home Federal Bank of Tennessee first reported a position in SCHD in Q1 2020 and held it in 9 quarters. The position peaked at $775K in Q2 2021. 1,183 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Home Federal Bank of Tennessee reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Home Federal Bank of Tennessee sold 27,891 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $733K.
Home Federal Bank of Tennessee first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 9 quarters.
Home Federal Bank of Tennessee's Schwab US Dividend Equity ETF position peaked at $775K in Q2 2021.
1,183 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Home Federal Bank of Tennessee's 13F filing for Q2 2022, filed 15 Jul 2022.