Shilanski & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Shilanski & Associates’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	-41,733	Closed	-$924K	–	183
2022 Q3	$924K	Buy	+41,733	New	+$1.01M	0.34%	43

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

Shilanski & Associates's SCHD Position: Q4 2022 in Review

Shilanski & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 41,733 shares — an estimated $924K sold.

Shilanski & Associates first reported a position in SCHD in Q3 2022 and held it in 1 quarter. The position peaked at $924K in Q3 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

Shilanski & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
Shilanski & Associates sold 41,733 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $924K.
Shilanski & Associates first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 1 quarter.
Shilanski & Associates's Schwab US Dividend Equity ETF position peaked at $924K in Q3 2022.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.