Next Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Next Financial Group’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
2021 Q4	$1.75M	Buy	65,097 +1,494	+2%	+$38.8K	0.12%	195
2021 Q3	$1.57M	Buy	63,603 +453	+0.7%	+$11.5K	0.12%	186
2021 Q2	$1.59M	Buy	63,150 +6,177	+11%	+$156K	0.13%	187
2021 Q1	$1.39M	Buy	56,973 +7,584	+15%	+$173K	0.12%	182
2020 Q4	$1.06M	Buy	49,389 +27	+0.1%	+$547	0.1%	207
2020 Q3	$910K	Buy	49,362 +855	+2%	+$15.7K	0.1%	215
2020 Q2	$837K	Buy	48,507 +195	+0.4%	+$3.29K	0.1%	217
2020 Q1	$724K	Buy	48,312 +8,289	+21%	+$149K	0.09%	199
2019 Q4	$773K	Buy	40,023 +14,157	+55%	+$265K	0.08%	268
2019 Q3	$472K	Buy	25,866 +993	+4%	+$17.8K	0.05%	373
2019 Q2	$440K	Buy	+24,873	New	+$437K	0.05%	374
2019 Q1	–	Sell	-13,719	Closed	-$215K	–	2047
2018 Q4	$215K	Buy	13,719 +13,473	+5,477%	+$225K	0.04%	377
2018 Q3	$4K	Buy	+246	New	+$4.26K	﹤0.01%	1213
2017 Q1	–	Sell	-31,164	Closed	-$453K	–	2224
2016 Q4	$453K	Buy	31,164 +855	+3%	+$12.1K	0.08%	278
2016 Q3	$427K	Buy	+30,309	New	+$428K	0.08%	273
2014 Q4	–	Sell	-2,922	Closed	-$38K	–	2297
2014 Q3	$38K	Buy	+2,922	New	+$37.5K	0.01%	1088

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

AAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Next Financial Group's SCHD Position: Q4 2021 in Review

Next Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q4 2021, buying an estimated $38.8K and bringing the position to 65,097 shares worth $1.75M. The position accounts for 0.12% of the portfolio, ranked #195.

Next Financial Group first reported a position in SCHD in Q3 2014 and has held it in 16 quarters since. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Next Financial Group held 65,097 shares of Schwab US Dividend Equity ETF worth $1.75M as of Q4 2021.
Next Financial Group bought 1,494 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $38.8K.
Schwab US Dividend Equity ETF made up 0.12% of Next Financial Group's portfolio in Q4 2021, its #195 holding.
Next Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2014 and has held it in 16 quarters since.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.