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

Jackson 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
2023 Q1	–	Sell	-48,144	Closed	-$1.21M	–	167
2022 Q4	$1.21M	Sell	48,144 -16,830	-26%	-$415K	0.45%	58
2022 Q3	$1.44M	Buy	64,974 +38,982	+150%	+$947K	0.28%	68
2022 Q2	$621K	Sell	25,992 -43,278	-62%	-$1.1M	0.29%	67
2022 Q1	$1.82M	Buy	+69,270	New	+$1.81M	0.25%	79
2021 Q4	–	Sell	-102,006	Closed	-$7K	–	122
2021 Q3	$7K	Buy	102,006 +3,081	+3%	+$78.3K	0.08%	74
2021 Q2	$2.49M	Sell	98,925 -492	-0.5%	-$12.4K	0.32%	78
2021 Q1	$2.42M	Buy	+99,417	New	+$2.26M	0.36%	73

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.7B AUM 17.31% 1-Year Est. Return

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

Jackson Wealth Management's SCHD Position: Q1 2023 in Review

Jackson Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 48,144 shares — an estimated $1.21M sold.

Jackson Wealth Management first reported a position in SCHD in Q1 2021 and held it in 7 quarters. The position peaked at $2.49M in Q2 2021. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

Jackson Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
Jackson Wealth Management sold 48,144 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $1.21M.
Jackson Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 7 quarters.
Jackson Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.49M in Q2 2021.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.