Milestone Advisory Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Milestone Advisory Partners’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 Q3	$16.9M	Buy	717,969 +31,521	+5%	+$773K	14.08%	1
2023 Q2	$16.6M	Sell	686,448 -9,549	-1%	-$228K	15.04%	1
2023 Q1	$17M	Sell	695,997 -13,017	-2%	-$325K	15.66%	1
2022 Q4	$17.9M	Buy	709,014 +4,011	+0.6%	+$99K	13.28%	1
2022 Q3	$15.6M	Buy	705,003 +78,975	+13%	+$1.92M	11.71%	2
2022 Q2	$15.1M	Buy	626,028 +8,547	+1%	+$217K	12.2%	1
2022 Q1	$16.2M	Sell	617,481 -7,836	-1%	-$205K	8.76%	3
2021 Q4	$16.8M	Sell	625,317 -31,092	-5%	-$808K	8.51%	3
2021 Q3	$16.2M	Sell	656,409 -7,974	-1%	-$203K	9.55%	1
2021 Q2	$16.7M	Buy	664,383 +58,977	+10%	+$1.49M	8.83%	1
2021 Q1	$14.7M	Buy	605,406 +53,115	+10%	+$1.21M	7.87%	4
2020 Q4	$11.8M	Sell	552,291 -394,119	-42%	-$7.99M	6.73%	4
2020 Q3	$17.4M	Sell	946,410 -24,078	-2%	-$443K	10.86%	3
2020 Q2	$16.7M	Buy	+970,488	New	+$16.4M	9.84%	3

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

AAS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Milestone Advisory Partners's SCHD Position: Q3 2023 in Review

Milestone Advisory Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q3 2023, buying an estimated $773K and bringing the position to 717,969 shares worth $16.9M. The position accounts for 14.08% of the portfolio, ranked #1.

Milestone Advisory Partners first reported a position in SCHD in Q2 2020 and has held it in 14 quarters since. The position peaked at $17.9M in Q4 2022. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Milestone Advisory Partners held 717,969 shares of Schwab US Dividend Equity ETF worth $16.9M as of Q3 2023.
Milestone Advisory Partners bought 31,521 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $773K.
Schwab US Dividend Equity ETF made up 14.08% of Milestone Advisory Partners's portfolio in Q3 2023, its #1 holding.
Milestone Advisory Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 14 quarters since.
Milestone Advisory Partners's Schwab US Dividend Equity ETF position peaked at $17.9M in Q4 2022.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.