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

KerberRose 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 Q2	$16.5M	Buy	+692,358	New	+$17.6M	13.46%	1

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

KerberRose Wealth Management's SCHD Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2022: 692,358 shares worth $16.5M. The stake represents 13.46% of the portfolio and ranks #1 among its holdings.

1,184 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

KerberRose Wealth Management held 692,358 shares of Schwab US Dividend Equity ETF worth $16.5M as of Q2 2022.
Schwab US Dividend Equity ETF was a new KerberRose Wealth Management position in Q2 2022.
Schwab US Dividend Equity ETF made up 13.46% of KerberRose Wealth Management's portfolio in Q2 2022, its #1 holding.
1,184 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.