Lehman & Derafelo Financial Resources’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lehman & Derafelo Financial Resources’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	$1.58M	Buy	62,652 +2,100	+3%	+$51.8K	0.47%	33
2022 Q3	$1.34M	Hold	60,552	–	–	0.42%	33
2022 Q2	$1.45M	Sell	60,552 -600	-1%	-$15.3K	0.45%	32
2022 Q1	$1.61M	Sell	61,152 -3,000	-5%	-$78.6K	0.45%	38
2021 Q4	$1.73M	Hold	64,152	–	–	0.52%	32
2021 Q3	$1.59M	Sell	64,152 -2,100	-3%	-$53.4K	0.52%	33
2021 Q2	$1.67M	Hold	66,252	–	–	0.46%	34
2021 Q1	$1.61M	Hold	66,252	–	–	0.45%	34
2020 Q4	$1.42M	Buy	66,252 +2,100	+3%	+$42.6K	0.42%	38
2020 Q3	$1.18M	Hold	64,152	–	–	0.38%	48
2020 Q2	$1.11M	Sell	64,152 -3,300	-5%	-$55.7K	0.39%	50
2020 Q1	$1.01M	Sell	67,452 -4,200	-6%	-$75.4K	0.42%	40
2019 Q4	$1.38M	Hold	71,652	–	–	0.5%	39
2019 Q3	$1.31M	Sell	71,652 -114	-0.2%	-$2.04K	0.5%	36
2019 Q2	$1.29M	Hold	71,766	–	–	0.52%	34
2019 Q1	$1.25M	Hold	71,766	–	–	0.54%	34
2018 Q4	$1.12M	Buy	+71,766	New	+$1.2M	0.56%	31

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

Lehman & Derafelo Financial Resources's SCHD Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q4 2022, buying an estimated $51.8K and bringing the position to 62,652 shares worth $1.58M. The position accounts for 0.47% of the portfolio, ranked #33.

Lehman & Derafelo Financial Resources first reported a position in SCHD in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.73M in Q4 2021. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Lehman & Derafelo Financial Resources held 62,652 shares of Schwab US Dividend Equity ETF worth $1.58M as of Q4 2022.
Lehman & Derafelo Financial Resources bought 2,100 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $51.8K.
Schwab US Dividend Equity ETF made up 0.47% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #33 holding.
Lehman & Derafelo Financial Resources first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Schwab US Dividend Equity ETF position peaked at $1.73M in Q4 2021.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.