Loveless Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Loveless Wealth 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 Q2	$2.77M	Buy	116,163 +3,960	+4%	+$101K	1.82%	12
2022 Q1	$2.95M	Buy	112,203 +6,501	+6%	+$170K	1.67%	14
2021 Q4	$2.85M	Buy	105,702 +7,578	+8%	+$197K	1.56%	18
2021 Q3	$2.43M	Buy	98,124 +5,355	+6%	+$136K	1.48%	21
2021 Q2	$2.34M	Buy	92,769 +8,898	+11%	+$225K	1.42%	24
2021 Q1	$2.04M	Buy	83,871 +7,242	+9%	+$165K	1.35%	24
2020 Q4	$1.64M	Buy	76,629 +2,094	+3%	+$42.5K	1.21%	30
2020 Q3	$1.37M	Buy	74,535 +2,016	+3%	+$37.1K	1.16%	31
2020 Q2	$1.25M	Buy	72,519 +6,792	+10%	+$115K	1.17%	31
2020 Q1	$985K	Buy	65,727 +1,182	+2%	+$21.2K	1.16%	31
2019 Q4	$1.24M	Buy	+64,545	New	+$1.21M	1.07%	33

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Loveless Wealth Management's SCHD Position: Q2 2022 in Review

Loveless Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q2 2022, buying an estimated $101K and bringing the position to 116,163 shares worth $2.77M. The position accounts for 1.82% of the portfolio, ranked #12.

Loveless Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.95M in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Loveless Wealth Management held 116,163 shares of Schwab US Dividend Equity ETF worth $2.77M as of Q2 2022.
Loveless Wealth Management bought 3,960 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $101K.
Schwab US Dividend Equity ETF made up 1.82% of Loveless Wealth Management's portfolio in Q2 2022, its #12 holding.
Loveless Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.95M in Q1 2022.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.