Horan Securities’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Horan Securities’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 Q3	–	Sell	-1,320	Closed	-$32K	–	766
2022 Q2	$32K	Buy	+1,320	New	+$33.6K	0.02%	217
2019 Q3	–	Sell	-2,076	Closed	-$37K	–	282
2019 Q2	$37K	Buy	+2,076	New	+$36.5K	0.04%	85

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horan Securities's SCHD Position: Q3 2022 in Review

Horan Securities sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 1,320 shares — an estimated $32K sold.

Horan Securities first reported a position in SCHD in Q2 2019 and held it in 2 quarters. The position peaked at $37K in Q2 2019. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Horan Securities reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
Horan Securities sold 1,320 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $32K.
Horan Securities first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and held it in 2 quarters.
Horan Securities's Schwab US Dividend Equity ETF position peaked at $37K in Q2 2019.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Horan Securities's 13F filing for Q3 2022, filed 12 Oct 2022.