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

Stuart Chaussee & 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 Q1	–	Sell	-360,126	Closed	-$9.7M	–	183
2021 Q4	$9.7M	Buy	+360,126	New	+$9.36M	4.18%	9
2021 Q3	–	Sell	-1,417,035	Closed	-$35.7M	–	153
2021 Q2	$35.7M	Buy	1,417,035 +1,340,739	+1,757%	+$33.9M	15.78%	2
2021 Q1	$1.85M	Buy	+76,296	New	+$1.74M	0.71%	7

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Stuart Chaussee & Associates's SCHD Position: Q1 2022 in Review

Stuart Chaussee & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 360,126 shares — an estimated $9.7M sold.

Stuart Chaussee & Associates first reported a position in SCHD in Q1 2021 and held it in 3 quarters. The position peaked at $35.7M in Q2 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Stuart Chaussee & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 360,126 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $9.7M.
Stuart Chaussee & Associates first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 3 quarters.
Stuart Chaussee & Associates's Schwab US Dividend Equity ETF position peaked at $35.7M in Q2 2021.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.