Newman & Schimel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Newman & Schimel’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	$4.5M	Buy	178,776 +30,009	+20%	+$741K	2.03%	13
2022 Q3	$3.29M	Buy	148,767 +5,505	+4%	+$134K	1.63%	12
2022 Q2	$3.42M	Buy	143,262 +3,258	+2%	+$82.9K	1.65%	11
2022 Q1	$3.68M	Sell	140,004 -4,635	-3%	-$121K	2.4%	8
2021 Q4	$3.9M	Buy	144,639 +18,618	+15%	+$484K	2.21%	8
2021 Q3	$3.12M	Buy	126,021 +7,887	+7%	+$200K	1.95%	8
2021 Q2	$2.98M	Buy	118,134 +30,231	+34%	+$763K	1.87%	8
2021 Q1	$2.14M	Buy	87,903 +30,324	+53%	+$690K	1.43%	10
2020 Q4	$1.23M	Buy	+57,579	New	+$1.17M	1.02%	10

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

Newman & Schimel's SCHD Position: Q4 2022 in Review

Newman & Schimel increased its Schwab US Dividend Equity ETF (SCHD) stake by 20% in Q4 2022, buying an estimated $741K and bringing the position to 178,776 shares worth $4.5M. The position accounts for 2.03% of the portfolio, ranked #13.

Newman & Schimel first reported a position in SCHD in Q4 2020 and has held it in 9 quarters since. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Newman & Schimel held 178,776 shares of Schwab US Dividend Equity ETF worth $4.5M as of Q4 2022.
Newman & Schimel bought 30,009 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $741K.
Schwab US Dividend Equity ETF made up 2.03% of Newman & Schimel's portfolio in Q4 2022, its #13 holding.
Newman & Schimel first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 9 quarters since.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.