Seneca Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Seneca Financial Advisors’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	–	Sell	-10,746	Closed	-$266K	–	49
2021 Q3	$266K	Sell	10,746 -900	-8%	-$22.9K	0.18%	36
2021 Q2	$294K	Sell	11,646 -3,288	-22%	-$83K	0.19%	36
2021 Q1	$363K	Sell	14,934 -4,653	-24%	-$106K	0.26%	32
2020 Q4	$419K	Buy	+19,587	New	+$397K	0.32%	29

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

AAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Seneca Financial Advisors's SCHD Position: Q4 2021 in Review

Seneca Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2021, closing a stake of 10,746 shares — an estimated $266K sold.

Seneca Financial Advisors first reported a position in SCHD in Q4 2020 and held it in 4 quarters. The position peaked at $419K in Q4 2020. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Seneca Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2021 after selling out during the quarter.
Seneca Financial Advisors sold 10,746 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $266K.
Seneca Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 4 quarters.
Seneca Financial Advisors's Schwab US Dividend Equity ETF position peaked at $419K in Q4 2020.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Seneca Financial Advisors's 13F filing for Q4 2021, filed 27 Aug 2025.