New England Guild Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

New England Guild Wealth 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	$758K	Hold	30,102	–	–	0.4%	40
2022 Q3	$667K	Hold	30,102	–	–	0.4%	41
2022 Q2	$719K	Hold	30,102	–	–	0.44%	42
2022 Q1	$792K	Buy	30,102 +1,950	+7%	+$51.1K	0.42%	41
2021 Q4	$759K	Hold	28,152	–	–	0.38%	43
2021 Q3	$697K	Hold	28,152	–	–	0.37%	42
2021 Q2	$710K	Hold	28,152	–	–	0.39%	40
2021 Q1	$684K	Hold	28,152	–	–	0.38%	39
2020 Q4	$602K	Hold	28,152	–	–	0.36%	39
2020 Q3	$519K	Hold	28,152	–	–	0.36%	38
2020 Q2	$486K	Hold	28,152	–	–	0.36%	37
2020 Q1	$422K	Hold	28,152	–	–	0.38%	37
2019 Q4	$544K	Hold	28,152	–	–	0.39%	36
2019 Q3	$514K	Hold	28,152	–	–	0.37%	37
2019 Q2	$498K	Hold	28,152	–	–	0.37%	35
2019 Q1	$491K	Hold	28,152	–	–	0.37%	34
2018 Q4	$441K	Hold	28,152	–	–	0.37%	33
2018 Q3	$497K	Hold	28,152	–	–	0.45%	30
2018 Q2	$463K	Hold	28,152	–	–	0.42%	28
2018 Q1	$460K	Hold	28,152	–	–	0.44%	28
2017 Q4	$480K	Buy	+28,152	New	+$462K	0.46%	29

Other funds holding SCHD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

New England Guild Wealth Advisors's SCHD Position: Q4 2022 in Review

New England Guild Wealth Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q4 2022 at 30,102 shares worth $758K. The position accounts for 0.4% of the portfolio, ranked #40.

New England Guild Wealth Advisors first reported a position in SCHD in Q4 2017 and has held it in 21 quarters since. The position peaked at $792K in Q1 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

New England Guild Wealth Advisors held 30,102 shares of Schwab US Dividend Equity ETF worth $758K as of Q4 2022.
New England Guild Wealth Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q4 2022.
Schwab US Dividend Equity ETF made up 0.4% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #40 holding.
New England Guild Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $792K in Q1 2022.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.