Nomura Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nomura Asset Management’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	–	Sell	-84,150	Closed	-$2.88M	–	1539
2022 Q2	$2.88M	Buy	84,150 +33,600	+66%	+$855K	0.02%	613
2022 Q1	$1.33M	Hold	50,550	–	–	0.01%	798
2021 Q4	$1.36M	Buy	+50,550	New	+$1.31M	0.01%	816
2021 Q2	–	Sell	-52,590	Closed	-$1.28M	–	982
2021 Q1	$1.28M	Buy	52,590 +18,015	+52%	+$410K	0.01%	801
2020 Q4	$739K	Buy	34,575 +15,675	+83%	+$318K	0.01%	848
2020 Q3	$348K	Buy	+18,900	New	+$348K	﹤0.01%	872

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nomura Asset Management's SCHD Position: Q3 2022 in Review

Nomura Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 84,150 shares — an estimated $2.88M sold.

Nomura Asset Management first reported a position in SCHD in Q3 2020 and held it in 6 quarters. The position peaked at $2.88M in Q2 2022. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Nomura Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
Nomura Asset Management sold 84,150 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $2.88M.
Nomura Asset Management first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and held it in 6 quarters.
Nomura Asset Management's Schwab US Dividend Equity ETF position peaked at $2.88M in Q2 2022.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Nomura Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.