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

Milestone 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
Q3 		$6K Hold
273
– – 0.01% 192
2022
Q2 		$7K Hold
273
– – 0.01% 186
2022
Q1 		$7K Hold
273
– – 0.01% 217
2021
Q4 		$7K Buy
+273
New +$7.09K 0.01% 217

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's SCHD Position: Q3 2022 in Review

Milestone Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2022 at 273 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #192.

Milestone Wealth first reported a position in SCHD in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q2 2022. 1,162 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

  • Milestone Wealth held 273 shares of Schwab US Dividend Equity ETF worth $6K as of Q3 2022.
  • Milestone Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q3 2022.
  • Schwab US Dividend Equity ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #192 holding.
  • Milestone Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Schwab US Dividend Equity ETF position peaked at $7K in Q2 2022.
  • 1,162 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

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