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MGO Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MGO Private 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
2023
Q1 		– Sell
-21,705
Closed -$547K – 114
2022
Q4 		$547K Sell
21,705
-420
-2% -$10.4K 0.25% 73
2022
Q3 		$490K Buy
+22,125
New +$538K 0.23% 70

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGO Private Wealth's SCHD Position: Q1 2023 in Review

MGO Private Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 21,705 shares — an estimated $547K sold.

MGO Private Wealth first reported a position in SCHD in Q3 2022 and held it in 2 quarters. The position peaked at $547K in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • MGO Private Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 21,705 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $547K.
  • MGO Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's Schwab US Dividend Equity ETF position peaked at $547K in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.