Resource Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Resource Management’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
2021 Q4	$41M	Buy	1,522,740 +186,207	+14%	+$4.84M	4.23%	6
2021 Q3	$33.1M	Buy	1,336,533 +154,251	+13%	+$3.92M	3.78%	6
2021 Q2	$29.8M	Buy	1,182,282 +166,371	+16%	+$4.2M	3.41%	6
2021 Q1	$24.7M	Buy	1,015,911 +239,076	+31%	+$5.44M	2.97%	7
2020 Q4	$16.6M	Buy	776,835 +88,377	+13%	+$1.79M	2.27%	7
2020 Q3	$12.7M	Sell	688,458 -8,547	-1%	-$157K	2.07%	7
2020 Q2	$12M	Sell	697,005 -31,329	-4%	-$529K	2.08%	9
2020 Q1	$10.9M	Buy	728,334 +155,085	+27%	+$2.78M	2.31%	7
2019 Q4	$11.1M	Buy	573,249 +104,802	+22%	+$1.96M	1.78%	9
2019 Q3	$8.55M	Buy	468,447 +158,061	+51%	+$2.83M	1.49%	10
2019 Q2	$5.49M	Buy	310,386 +112,149	+57%	+$1.97M	0.95%	15
2019 Q1	$3.46M	Buy	198,237 +99,771	+101%	+$1.68M	0.62%	19
2018 Q4	$1.54M	Buy	98,466 +80,118	+437%	+$1.34M	0.32%	30
2018 Q3	$324K	Buy	+18,348	New	+$318K	0.06%	105

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

AAS

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

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

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

Resource Management's SCHD Position: Q4 2021 in Review

Resource Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q4 2021, buying an estimated $4.84M and bringing the position to 1,522,740 shares worth $41M. The position accounts for 4.23% of the portfolio, ranked #6.

Resource Management first reported a position in SCHD in Q3 2018 and has held it in 14 quarters since. 1,111 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Resource Management held 1,522,740 shares of Schwab US Dividend Equity ETF worth $41M as of Q4 2021.
Resource Management bought 186,207 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $4.84M.
Schwab US Dividend Equity ETF made up 4.23% of Resource Management's portfolio in Q4 2021, its #6 holding.
Resource Management first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 14 quarters since.
1,111 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.