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

Selective Wealth 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
2022 Q4	–	Sell	-11,034	Closed	-$244K	–	610
2022 Q3	$244K	Sell	11,034 -10,668	-49%	-$259K	0.1%	104
2022 Q2	$518K	Buy	21,702 +21,252	+4,723%	+$541K	0.18%	73
2022 Q1	$12K	Buy	+450	New	+$11.8K	﹤0.01%	517
2019 Q4	–	Sell	-360	Closed	-$7K	–	341
2019 Q3	$7K	Buy	+360	New	+$6.44K	0.01%	198

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Selective Wealth Management's SCHD Position: Q4 2022 in Review

Selective Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 11,034 shares — an estimated $244K sold.

Selective Wealth Management first reported a position in SCHD in Q3 2019 and held it in 4 quarters. The position peaked at $518K in Q2 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Selective Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 11,034 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $244K.
Selective Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 4 quarters.
Selective Wealth Management's Schwab US Dividend Equity ETF position peaked at $518K in Q2 2022.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.