Intersect Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intersect Capital’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	$629K	Hold	26,331	–	–	0.19%	112
2022 Q1	$692K	Hold	26,331	–	–	0.13%	149
2021 Q4	$709K	Hold	26,331	–	–	0.13%	141
2021 Q3	$652K	Hold	26,331	–	–	0.11%	155
2021 Q2	$664K	Sell	26,331 -771	-3%	-$19.5K	0.12%	146
2021 Q1	$659K	Sell	27,102 -138	-0.5%	-$3.14K	0.13%	129
2020 Q4	$582K	Buy	27,240 +39	+0.1%	+$791	0.13%	121
2020 Q3	$501K	Buy	27,201 +120	+0.4%	+$2.21K	0.13%	114
2020 Q2	$467K	Hold	27,081	–	–	0.15%	98
2020 Q1	$406K	Hold	27,081	–	–	0.16%	102
2019 Q4	$523K	Hold	27,081	–	–	0.17%	93
2019 Q3	$494K	Hold	27,081	–	–	0.18%	91
2019 Q2	$479K	Hold	27,081	–	–	0.19%	91
2019 Q1	$472K	Hold	27,081	–	–	0.2%	80
2018 Q4	$424K	Hold	27,081	–	–	0.2%	77
2018 Q3	$478K	Hold	27,081	–	–	0.21%	78
2018 Q2	$445K	Buy	+27,081	New	+$446K	0.21%	79

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 $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Intersect Capital's SCHD Position: Q2 2022 in Review

Intersect Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2022 at 26,331 shares worth $629K. The position accounts for 0.19% of the portfolio, ranked #112.

Intersect Capital first reported a position in SCHD in Q2 2018 and has held it in 17 quarters since. The position peaked at $709K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Intersect Capital held 26,331 shares of Schwab US Dividend Equity ETF worth $629K as of Q2 2022.
Intersect Capital left its Schwab US Dividend Equity ETF share count unchanged in Q2 2022.
Schwab US Dividend Equity ETF made up 0.19% of Intersect Capital's portfolio in Q2 2022, its #112 holding.
Intersect Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and has held it in 17 quarters since.
Intersect Capital's Schwab US Dividend Equity ETF position peaked at $709K in Q4 2021.
1,183 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.