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LBMC Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LBMC Investment Advisors’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
Q3 		– Sell
-12,741
Closed -$304K – 160
2022
Q2 		$304K Sell
12,741
-26,850
-68% -$683K 0.03% 110
2022
Q1 		$1.04M Buy
39,591
+24
+0.1% +$628 0.09% 60
2021
Q4 		$1.07M Buy
39,567
+16,227
+70% +$422K 0.09% 61
2021
Q3 		$893 Buy
+23,340
New +$593K 0.08% 66

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBMC Investment Advisors's SCHD Position: Q3 2022 in Review

LBMC Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 12,741 shares — an estimated $304K sold.

LBMC Investment Advisors first reported a position in SCHD in Q3 2021 and held it in 4 quarters. The position peaked at $1.07M in Q4 2021. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

  • LBMC Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 12,741 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $304K.
  • LBMC Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and held it in 4 quarters.
  • LBMC Investment Advisors's Schwab US Dividend Equity ETF position peaked at $1.07M in Q4 2021.
  • 1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on LBMC Investment Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.