Lenox Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lenox Wealth 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 Q1	$2.59M	Hold	97,818	–	–	0.32%	23
2021 Q4	$2.64M	Hold	97,818	–	–	0.31%	25
2021 Q3	$2.42M	Hold	97,818	–	–	0.31%	22
2021 Q2	$2.47M	Buy	97,818 +90,000	+1,151%	+$2.27M	0.32%	23
2021 Q1	$190K	Hold	7,818	–	–	0.03%	87
2020 Q4	$167K	Buy	7,818 +243	+3%	+$4.93K	0.02%	96
2020 Q3	$140K	Hold	7,575	–	–	0.02%	98
2020 Q2	$131K	Hold	7,575	–	–	0.02%	90
2020 Q1	$114K	Sell	7,575 -1,224	-14%	-$22K	0.02%	87
2019 Q4	$170K	Buy	8,799 +1,224	+16%	+$22.9K	0.03%	91
2019 Q3	$138K	Hold	7,575	–	–	0.02%	96
2019 Q2	$134K	Buy	+7,575	New	+$133K	0.02%	98
2017 Q4	–	Sell	-1,260	Closed	-$20K	–	451
2017 Q3	$20K	Buy	+1,260	New	+$19.3K	0.01%	68

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lenox Wealth Advisors's SCHD Position: Q1 2022 in Review

Lenox Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2022 at 97,818 shares worth $2.59M. The position accounts for 0.32% of the portfolio, ranked #23.

Lenox Wealth Advisors first reported a position in SCHD in Q3 2017 and has held it in 13 quarters since. The position peaked at $2.64M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Lenox Wealth Advisors held 97,818 shares of Schwab US Dividend Equity ETF worth $2.59M as of Q1 2022.
Lenox Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q1 2022.
Schwab US Dividend Equity ETF made up 0.32% of Lenox Wealth Advisors's portfolio in Q1 2022, its #23 holding.
Lenox Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 13 quarters since.
Lenox Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $2.64M in Q4 2021.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.