Intercontinental Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intercontinental Wealth 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
2023 Q2	$285K	Buy	11,790 +1,890	+19%	+$45.2K	0.07%	264
2023 Q1	$241K	Hold	9,900	–	–	0.06%	284
2022 Q4	$249K	Hold	9,900	–	–	0.07%	249
2022 Q3	$219K	Hold	9,900	–	–	0.07%	250
2022 Q2	$236K	Hold	9,900	–	–	0.06%	259
2022 Q1	$260K	Hold	9,900	–	–	0.06%	255
2021 Q4	$267K	Hold	9,900	–	–	0.06%	259
2021 Q3	$245K	Hold	9,900	–	–	0.06%	258
2021 Q2	$250K	Hold	9,900	–	–	0.05%	258
2021 Q1	$241K	Hold	9,900	–	–	0.05%	244
2020 Q4	$212K	Buy	+9,900	New	+$201K	0.05%	240
2020 Q1	–	Sell	-9,900	Closed	-$194K	–	278
2019 Q4	$194K	Sell	9,900 -1,200	-11%	-$22.5K	0.16%	111
2019 Q3	$203K	Sell	11,100 -300	-3%	-$5.37K	0.12%	128
2019 Q2	$202K	Hold	11,400	–	–	0.1%	122
2019 Q1	$199K	Sell	11,400 -1,200	-10%	-$20.2K	0.1%	129
2018 Q4	$197K	Buy	+12,600	New	+$210K	0.11%	124

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 21.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intercontinental Wealth Advisors's SCHD Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2023, buying an estimated $45.2K and bringing the position to 11,790 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #264.

Intercontinental Wealth Advisors first reported a position in SCHD in Q4 2018 and has held it in 16 quarters since. 1,375 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Intercontinental Wealth Advisors held 11,790 shares of Schwab US Dividend Equity ETF worth $285K as of Q2 2023.
Intercontinental Wealth Advisors bought 1,890 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $45.2K.
Schwab US Dividend Equity ETF made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #264 holding.
Intercontinental Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 16 quarters since.
1,375 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.