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Momentum Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Momentum Advisors’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 		$2.76M Buy
109,656
+43,035
+65% +$1.06M 2.8% 7
2022
Q3 		$1.48M Buy
66,621
+2,640
+4% +$64.1K 1.63% 19
2022
Q2 		$1.53M Buy
+63,981
New +$1.63M 1.72% 14

Other funds holding SCHD

Wealthfront Advisers
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

Momentum Advisors's SCHD Position: Q4 2022 in Review

Momentum Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 65% in Q4 2022, buying an estimated $1.06M and bringing the position to 109,656 shares worth $2.76M. The position accounts for 2.8% of the portfolio, ranked #7.

Momentum Advisors first reported a position in SCHD in Q2 2022 and has held it in 3 quarters since. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

  • Momentum Advisors held 109,656 shares of Schwab US Dividend Equity ETF worth $2.76M as of Q4 2022.
  • Momentum Advisors bought 43,035 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $1.06M.
  • Schwab US Dividend Equity ETF made up 2.8% of Momentum Advisors's portfolio in Q4 2022, its #7 holding.
  • Momentum Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.