Robbie L. Kennerson P.A.’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Robbie L. Kennerson P.A.’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 Q4	$944K	Buy	+37,491	New	+$925K	0.96%	21

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 21.48% 1-Year Est. Return

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

Robbie L. Kennerson P.A.'s SCHD Position: Q4 2022 in Review

Robbie L. Kennerson P.A. opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2022: 37,491 shares worth $944K. The stake represents 0.96% of the portfolio and ranks #21 among its holdings.

1,326 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Robbie L. Kennerson P.A. held 37,491 shares of Schwab US Dividend Equity ETF worth $944K as of Q4 2022.
Schwab US Dividend Equity ETF was a new Robbie L. Kennerson P.A. position in Q4 2022.
Schwab US Dividend Equity ETF made up 0.96% of Robbie L. Kennerson P.A.'s portfolio in Q4 2022, its #21 holding.
1,326 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Robbie L. Kennerson P.A.'s 13F filing for Q4 2022, filed 14 Feb 2023.