Riverview Trust Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Riverview Trust Company’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 Q4	–	Sell	-1,200	Closed	-$28.3K	–	540
2023 Q3	$28.3K	Hold	1,200	–	–	0.03%	314
2023 Q2	$29K	Hold	1,200	–	–	0.03%	278
2023 Q1	$29.3K	Hold	1,200	–	–	0.03%	282
2022 Q4	$30K	Hold	1,200	–	–	0.03%	283
2022 Q3	$27K	Hold	1,200	–	–	0.03%	304
2022 Q2	$29K	Hold	1,200	–	–	0.03%	294
2022 Q1	$32K	Hold	1,200	–	–	0.02%	303
2021 Q4	$32	Hold	1,200	–	–	0.02%	186
2021 Q3	$30K	Hold	1,200	–	–	0.03%	185
2021 Q2	$30K	Buy	+1,200	New	+$30.3K	0.03%	186

Other funds holding SCHD

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AAS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Riverview Trust Company's SCHD Position: Q4 2023 in Review

Riverview Trust Company sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 1,200 shares — an estimated $28.3K sold.

Riverview Trust Company first reported a position in SCHD in Q2 2021 and held it in 10 quarters. The position peaked at $32K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

Riverview Trust Company reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
Riverview Trust Company sold 1,200 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $28.3K.
Riverview Trust Company first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 10 quarters.
Riverview Trust Company's Schwab US Dividend Equity ETF position peaked at $32K in Q1 2022.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.