Sterling Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sterling Financial Planning’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 Q2	–	Sell	-7,644	Closed	-$201K	–	96
2022 Q1	$201K	Sell	7,644 -3,699	-33%	-$96.9K	0.13%	92
2021 Q4	$306K	Buy	11,343 +6,114	+117%	+$159K	0.19%	76
2021 Q3	$129K	Buy	5,229 +4,446	+568%	+$113K	0.08%	112
2021 Q2	$20K	Buy	783 +6	+0.8%	+$151	0.01%	257
2021 Q1	$19K	Buy	777 +3	+0.4%	+$68	0.01%	233
2020 Q4	$17K	Buy	+774	New	+$15.7K	0.01%	230

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

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

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

WANY

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

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

AAS

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

Sterling Financial Planning's SCHD Position: Q2 2022 in Review

Sterling Financial Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 7,644 shares — an estimated $201K sold.

Sterling Financial Planning first reported a position in SCHD in Q4 2020 and held it in 6 quarters. The position peaked at $306K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Sterling Financial Planning reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Sterling Financial Planning sold 7,644 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $201K.
Sterling Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 6 quarters.
Sterling Financial Planning's Schwab US Dividend Equity ETF position peaked at $306K in Q4 2021.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Sterling Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.