Meristem Family Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meristem Family Wealth’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	$828K	Hold	31,500	–	–	0.09%	131
2021 Q4	$849K	Sell	31,500 -5,850	-16%	-$152K	0.07%	159
2021 Q3	$924K	Buy	37,350 +5,850	+19%	+$149K	0.09%	147
2021 Q2	$794K	Hold	31,500	–	–	0.13%	114
2021 Q1	$766K	Hold	31,500	–	–	0.15%	87
2020 Q4	$673K	Hold	31,500	–	–	0.14%	93
2020 Q3	$581K	Hold	31,500	–	–	0.15%	88
2020 Q2	$543K	Hold	31,500	–	–	0.15%	92
2020 Q1	$472K	Buy	+31,500	New	+$566K	0.15%	91

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meristem Family Wealth's SCHD Position: Q1 2022 in Review

Meristem Family Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2022 at 31,500 shares worth $828K. The position accounts for 0.09% of the portfolio, ranked #131.

Meristem Family Wealth first reported a position in SCHD in Q1 2020 and has held it in 9 quarters since. The position peaked at $924K in Q3 2021. 1,174 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Meristem Family Wealth held 31,500 shares of Schwab US Dividend Equity ETF worth $828K as of Q1 2022.
Meristem Family Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q1 2022.
Schwab US Dividend Equity ETF made up 0.09% of Meristem Family Wealth's portfolio in Q1 2022, its #131 holding.
Meristem Family Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 9 quarters since.
Meristem Family Wealth's Schwab US Dividend Equity ETF position peaked at $924K in Q3 2021.
1,174 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.