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Surevest’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Surevest’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
-3
Closed – – 574
2022
Q2 		$0 Sell
3
-240
-99% -$6.11K ﹤0.01% 588
2022
Q1 		$6K Buy
+243
New +$6.36K ﹤0.01% 304

Other funds holding SCHD

Wealthfront Advisers
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Surevest's SCHD Position: Q3 2022 in Review

Surevest sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 3 shares.

Surevest first reported a position in SCHD in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

  • Surevest reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 3 Schwab US Dividend Equity ETF shares in Q3 2022.
  • Surevest first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 2 quarters.
  • Surevest's Schwab US Dividend Equity ETF position peaked at $6K in Q1 2022.
  • 1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.