SLWS
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Swaine & Leidel Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Swaine & Leidel Wealth Services’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 		$2.15K Buy
+6,438
New +$169K 1.65% 29
2021
Q3 		$2.25M Buy
+90,732
New +$2.31M 1.98% 21
2021
Q1 		$2.15M Buy
88,284
+378
+0.4% +$8.6K 1.38% 35
2020
Q4 		$1.88M Sell
87,906
-6,810
-7% -$138K 1.36% 39
2020
Q3 		$1.75M Buy
94,716
+918
+1% +$16.9K 1.7% 31
2020
Q2 		$1.62M Sell
93,798
-78,795
-46% -$1.33M 1.65% 30
2020
Q1 		$2.59M Buy
172,593
+75,117
+77% +$1.35M 2.69% 17
2019
Q4 		$1.88M Sell
97,476
-1,848
-2% -$34.6K 1.57% 35
2019
Q3 		$1.81M Sell
99,324
-1,500
-1% -$26.8K 1.64% 34
2019
Q2 		$1.78M Buy
100,824
+1,278
+1% +$22.5K 1.91% 30
2019
Q1 		$1.74M Buy
+99,546
New +$1.67M 2.2% 25

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
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return