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

Pacific 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	–	Sell	-34,812	Closed	-$862K	–	65
2021 Q3	$862K	Buy	34,812 +2,886	+9%	+$73.3K	0.62%	41
2021 Q2	$805K	Sell	31,926 -369	-1%	-$9.32K	0.56%	46
2021 Q1	$785K	Buy	+32,295	New	+$735K	0.63%	35

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

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

Pacific Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2021, closing a stake of 34,812 shares — an estimated $862K sold.

Pacific Financial Group first reported a position in SCHD in Q1 2021 and held it in 3 quarters. The position peaked at $862K in Q3 2021. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Pacific Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2021 after selling out during the quarter.
Pacific Financial Group sold 34,812 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $862K.
Pacific Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 3 quarters.
Pacific Financial Group's Schwab US Dividend Equity ETF position peaked at $862K in Q3 2021.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Pacific Financial Group's 13F filing for Q4 2021, filed 18 Jan 2022.