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

LWS 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 Q3	–	Sell	-11,997	Closed	-$286K	–	63
2022 Q2	$286K	Buy	11,997 +117	+1%	+$2.98K	0.13%	53
2022 Q1	$312K	Buy	11,880 +150	+1%	+$3.93K	0.13%	48
2021 Q4	$316K	Buy	11,730 +90	+0.8%	+$2.34K	0.13%	48
2021 Q3	$288K	Sell	11,640 -504	-4%	-$12.8K	0.13%	50
2021 Q2	$306K	Buy	12,144 +48	+0.4%	+$1.21K	0.14%	46
2021 Q1	$294K	Sell	12,096 -222	-2%	-$5.05K	0.13%	50
2020 Q4	$263K	Buy	12,318 +354	+3%	+$7.18K	0.12%	54
2020 Q3	$221K	Buy	11,964 +120	+1%	+$2.21K	0.11%	54
2020 Q2	$204K	Buy	+11,844	New	+$200K	0.11%	54

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LWS Wealth Advisors's SCHD Position: Q3 2022 in Review

LWS Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 11,997 shares — an estimated $286K sold.

LWS Wealth Advisors first reported a position in SCHD in Q2 2020 and held it in 9 quarters. The position peaked at $316K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

LWS Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
LWS Wealth Advisors sold 11,997 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $286K.
LWS Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 9 quarters.
LWS Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $316K in Q4 2021.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on LWS Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.