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

Piershale 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
2023 Q2	$28.6K	Buy	1,185 +12	+1%	+$287	0.02%	60
2023 Q1	$28.6K	Buy	1,173 +6	+0.5%	+$150	0.02%	51
2022 Q4	$29.3K	Buy	+1,167	New	+$28.8K	0.02%	47

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Piershale Financial Group's SCHD Position: Q2 2023 in Review

Piershale Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q2 2023, buying an estimated $287 and bringing the position to 1,185 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #60.

Piershale Financial Group first reported a position in SCHD in Q4 2022 and has held it in 3 quarters since. The position peaked at $29.3K in Q4 2022. 1,374 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Piershale Financial Group held 1,185 shares of Schwab US Dividend Equity ETF worth $28.6K as of Q2 2023.
Piershale Financial Group bought 12 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $287.
Schwab US Dividend Equity ETF made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #60 holding.
Piershale Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 3 quarters since.
Piershale Financial Group's Schwab US Dividend Equity ETF position peaked at $29.3K in Q4 2022.
1,374 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.