Personal Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-26,799	Closed	-$705K	–	48
2022 Q1	$705K	Buy	26,799 +5,253	+24%	+$138K	0.31%	37
2021 Q4	$581K	Buy	21,546 +45	+0.2%	+$1.17K	0.24%	48
2021 Q3	$532K	Buy	21,501 +8,532	+66%	+$217K	0.22%	46
2021 Q2	$327K	Buy	+12,969	New	+$327K	0.13%	57
2020 Q1	–	Sell	-7,884	Closed	-$152K	–	509
2019 Q4	$152K	Hold	7,884	–	–	0.07%	82
2019 Q3	$144K	Buy	+7,884	New	+$141K	0.07%	80

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WANY

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

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

AAS

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

Personal Wealth Partners's SCHD Position: Q2 2022 in Review

Personal Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 26,799 shares — an estimated $705K sold.

Personal Wealth Partners first reported a position in SCHD in Q3 2019 and held it in 6 quarters. The position peaked at $705K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Personal Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 26,799 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $705K.
Personal Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 6 quarters.
Personal Wealth Partners's Schwab US Dividend Equity ETF position peaked at $705K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.