PCA
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Personal Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Personal Capital 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 		$757K Sell
30,081
-3,669
-11% -$90.6K ﹤0.01% 256
2022
Q3 		$747K Buy
33,750
+6,855
+25% +$167K ﹤0.01% 249
2022
Q2 		$642K Buy
26,895
+3,228
+14% +$82.1K ﹤0.01% 258
2022
Q1 		$622K Sell
23,667
-19,290
-45% -$505K ﹤0.01% 286
2021
Q4 		$1.13M Buy
42,957
+13,485
+46% +$350K 0.01% 259
2021
Q3 		$729K Buy
29,472
+6,987
+31% +$178K ﹤0.01% 271
2021
Q2 		$567K Buy
22,485
+6,435
+40% +$162K ﹤0.01% 295
2021
Q1 		$390K Buy
16,050
+3,465
+28% +$78.8K ﹤0.01% 341
2020
Q4 		$269K Buy
+12,585
New +$255K ﹤0.01% 395
2017
Q2 		– Sell
-22,254
Closed -$331K – 231
2017
Q1 		$331K Buy
+22,254
New +$328K 0.01% 179

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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