KCM
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KRS Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KRS Capital 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
Q1 		– Sell
-3,300
Closed -$88K – 309
2021
Q4 		$88K Buy
+3,300
New +$85.7K 0.08% 186

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WANY
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KRS Capital Management's SCHD Position: Q1 2022 in Review

KRS Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 3,300 shares — an estimated $88K sold.

KRS Capital Management first reported a position in SCHD in Q4 2021 and held it in 1 quarter. The position peaked at $88K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

  • KRS Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
  • KRS Capital Management sold 3,300 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $88K.
  • KRS Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 1 quarter.
  • KRS Capital Management's Schwab US Dividend Equity ETF position peaked at $88K in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on KRS Capital Management's 13F filing for Q1 2022, filed 27 Apr 2022.