Laurel Wealth Advisors (California)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$2.9M	Buy	115,368 +14,319	+14%	+$353K	0.29%	85
2022 Q3	$2.24M	Buy	101,049 +4,617	+5%	+$112K	0.24%	98
2022 Q2	$2.3M	Buy	96,432 +1,848	+2%	+$47K	0.23%	101
2022 Q1	$2.49M	Sell	94,584 -1,221	-1%	-$32K	0.21%	107
2021 Q4	$2.58M	Buy	95,805 +9,573	+11%	+$249K	0.2%	116
2021 Q3	$2.13M	Sell	86,232 -6,426	-7%	-$163K	0.39%	51
2021 Q2	$2.34M	Buy	92,658 +17,115	+23%	+$432K	0.3%	83
2021 Q1	$1.84M	Buy	75,543 +6,918	+10%	+$157K	0.28%	87
2020 Q4	$1.47M	Buy	68,625 +14,274	+26%	+$289K	0.22%	113
2020 Q3	$1M	Buy	54,351 +9,405	+21%	+$173K	0.17%	135
2020 Q2	$775K	Buy	44,946 +111	+0.2%	+$1.88K	0.14%	161
2020 Q1	$673K	Sell	44,835 -9,159	-17%	-$164K	0.15%	156
2019 Q4	$1.04M	Sell	53,994 -9,906	-16%	-$186K	0.17%	150
2019 Q3	$1.17M	Buy	63,900 +15,561	+32%	+$279K	0.2%	133
2019 Q2	$855K	Sell	48,339 -3,402	-7%	-$59.8K	0.19%	140
2019 Q1	$902K	Buy	51,741 +13,053	+34%	+$219K	0.22%	123
2018 Q4	$605K	Buy	38,688 +7,749	+25%	+$129K	0.18%	134
2018 Q3	$546K	Sell	30,939 -3,639	-11%	-$63K	0.13%	172
2018 Q2	$568K	Sell	34,578 -1,800	-5%	-$29.6K	0.15%	148
2018 Q1	$594K	Buy	+36,378	New	+$620K	0.18%	127

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Laurel Wealth Advisors (California)'s SCHD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q4 2022, buying an estimated $353K and bringing the position to 115,368 shares worth $2.9M. The position accounts for 0.29% of the portfolio, ranked #85.

Laurel Wealth Advisors (California) first reported a position in SCHD in Q1 2018 and has held it in 20 quarters since. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Laurel Wealth Advisors (California) held 115,368 shares of Schwab US Dividend Equity ETF worth $2.9M as of Q4 2022.
Laurel Wealth Advisors (California) bought 14,319 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $353K.
Schwab US Dividend Equity ETF made up 0.29% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #85 holding.
Laurel Wealth Advisors (California) first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 20 quarters since.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.