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 Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 21.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's SCHD Position: Q4 2022 in Review

Personal Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q4 2022, selling an estimated $90.6K and leaving 30,081 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Personal Capital Advisors first reported a position in SCHD in Q1 2017 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2021. 1,326 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Personal Capital Advisors held 30,081 shares of Schwab US Dividend Equity ETF worth $757K as of Q4 2022.
Personal Capital Advisors sold 3,669 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $90.6K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #256 holding.
Personal Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 10 quarters since.
Personal Capital Advisors's Schwab US Dividend Equity ETF position peaked at $1.13M in Q4 2021.
1,326 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.