Precision Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Precision Wealth Strategies’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 Q1	–	Sell	-262,383	Closed	-$6.61M	–	109
2022 Q4	$6.61M	Buy	262,383 +16,446	+7%	+$406K	6.89%	2
2022 Q3	$5.85M	Sell	245,937 -100,158	-29%	-$2.43M	5.16%	3
2022 Q2	$8.22M	Buy	346,095 +112,005	+48%	+$2.85M	6.47%	2
2022 Q1	$6.16M	Buy	234,090 +85,839	+58%	+$2.25M	3.65%	5
2021 Q4	$3.99M	Sell	148,251 -21,972	-13%	-$571K	2.88%	5
2021 Q3	$4.21M	Buy	+170,223	New	+$4.33M	3.26%	5

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

Precision Wealth Strategies's SCHD Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 262,383 shares — an estimated $6.61M sold.

Precision Wealth Strategies first reported a position in SCHD in Q3 2021 and held it in 6 quarters. The position peaked at $8.22M in Q2 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

Precision Wealth Strategies reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
Precision Wealth Strategies sold 262,383 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $6.61M.
Precision Wealth Strategies first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and held it in 6 quarters.
Precision Wealth Strategies's Schwab US Dividend Equity ETF position peaked at $8.22M in Q2 2022.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.