SDWIA
HDV

Schwarz Dygos Wheeler Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$499K Buy
18,385
+8,000
+77% +$213K 0.1% 106
2025
Q4 		$253K Hold
10,385
– – 0.05% 146
2025
Q3 		$254K Hold
10,385
– – 0.05% 148
2025
Q2 		$243K Buy
10,385
+670
+7% +$15.4K 0.06% 150
2025
Q1 		$235K Hold
9,715
– – 0.06% 146
2024
Q4 		$218K Hold
9,715
– – 0.05% 155
2024
Q3 		$229K Hold
9,715
– – 0.06% 142
2024
Q2 		$211K Sell
9,715
-10
-0.1% -$218 0.06% 140
2024
Q1 		$214K Buy
+9,725
New +$204K 0.06% 141
2022
Q2 		– Sell
-10,005
Closed -$214K – 136
2022
Q1 		$214K Buy
10,005
+50
+0.5% +$1.04K 0.07% 125
2021
Q4 		$201K Buy
+9,955
New +$195K 0.07% 131

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return