Meeder Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meeder Asset 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 Q4	–	Sell	-144	Closed	-$3K	–	1773
2022 Q3	$3K	Sell	144 -3	-2%	-$73	﹤0.01%	1743
2022 Q2	$4K	Buy	147 +144	+4,800%	+$3.66K	﹤0.01%	1729
2022 Q1	$0	Sell	3 -717	-100%	-$18.8K	﹤0.01%	2487
2021 Q4	$19K	Sell	720 -12	-2%	-$312	﹤0.01%	659
2021 Q3	$18K	Buy	732 +729	+24,300%	+$18.5K	﹤0.01%	1464
2021 Q2	$0	Hold	3	–	–	﹤0.01%	2631
2021 Q1	$0	Buy	+3	New	+$68	﹤0.01%	2438

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

Meeder Asset Management's SCHD Position: Q4 2022 in Review

Meeder Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 144 shares — an estimated $3K sold.

Meeder Asset Management first reported a position in SCHD in Q1 2021 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Meeder Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 144 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $3K.
Meeder Asset Management first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 7 quarters.
Meeder Asset Management's Schwab US Dividend Equity ETF position peaked at $19K in Q4 2021.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.