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Stillwater Investment Management (Minnesota)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stillwater Investment Management (Minnesota)’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
2023
Q1 		$512K Buy
21,000
+36
+0.2% +$900 0.14% 63
2022
Q4 		$528K Buy
20,964
+36
+0.2% +$889 0.15% 65
2022
Q3 		$463K Buy
20,928
+39
+0.2% +$948 0.14% 63
2022
Q2 		$499K Buy
20,889
+39
+0.2% +$992 0.15% 62
2022
Q1 		$548K Buy
+20,850
New +$546K 0.14% 59

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s SCHD Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.17% in Q1 2023, buying an estimated $900 and bringing the position to 21,000 shares worth $512K. The position accounts for 0.14% of the portfolio, ranked #63.

Stillwater Investment Management (Minnesota) first reported a position in SCHD in Q1 2022 and has held it in 5 quarters since. The position peaked at $548K in Q1 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 21,000 shares of Schwab US Dividend Equity ETF worth $512K as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 36 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $900.
  • Schwab US Dividend Equity ETF made up 0.14% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #63 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 5 quarters since.
  • Stillwater Investment Management (Minnesota)'s Schwab US Dividend Equity ETF position peaked at $548K in Q1 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.