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

Silicon Hills 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 Q3	–	Sell	-9,111	Closed	-$218K	–	95
2022 Q2	$218K	Sell	9,111 -3,408	-27%	-$86.7K	0.16%	89
2022 Q1	$329K	Sell	12,519 -678	-5%	-$17.8K	0.21%	86
2021 Q4	$356K	Sell	13,197 -4,527	-26%	-$118K	0.22%	91
2021 Q3	$439K	Sell	17,724 -564	-3%	-$14.3K	0.3%	72
2021 Q2	$461K	Sell	18,288 -105	-0.6%	-$2.65K	0.36%	62
2021 Q1	$447K	Sell	18,393 -897	-5%	-$20.4K	0.4%	62
2020 Q4	$412K	Sell	19,290 -5,379	-22%	-$109K	0.37%	57
2020 Q3	$455K	Sell	24,669 -1,293	-5%	-$23.8K	0.47%	56
2020 Q2	$448K	Sell	25,962 -30	-0.1%	-$507	0.54%	54
2020 Q1	$390K	Buy	25,992 +25,653	+7,567%	+$461K	0.52%	54
2019 Q4	$492	Buy	+339	New	+$6.35K	0.38%	56

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Silicon Hills Wealth Management's SCHD Position: Q3 2022 in Review

Silicon Hills Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 9,111 shares — an estimated $218K sold.

Silicon Hills Wealth Management first reported a position in SCHD in Q4 2019 and held it in 11 quarters. The position peaked at $461K in Q2 2021. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Silicon Hills Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 9,111 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $218K.
Silicon Hills Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 11 quarters.
Silicon Hills Wealth Management's Schwab US Dividend Equity ETF position peaked at $461K in Q2 2021.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.