Horizon Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Horizon Wealth Management’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	-35,985	Closed	-$859K	–	100
2022 Q2	$859K	Buy	35,985 +543	+2%	+$13.8K	0.36%	33
2022 Q1	$932K	Hold	35,442	–	–	0.29%	35
2021 Q4	$955K	Buy	+35,442	New	+$921K	0.28%	42

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

Horizon Wealth Management's SCHD Position: Q3 2022 in Review

Horizon Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 35,985 shares — an estimated $859K sold.

Horizon Wealth Management first reported a position in SCHD in Q4 2021 and held it in 3 quarters. The position peaked at $955K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Horizon Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
Horizon Wealth Management sold 35,985 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $859K.
Horizon Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 3 quarters.
Horizon Wealth Management's Schwab US Dividend Equity ETF position peaked at $955K in Q4 2021.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Horizon Wealth Management's 13F filing for Q3 2022, filed 18 Nov 2022.