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	$2.15M	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 Palo Alto, California $52B AUM 24.53% 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 $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swaine & Leidel Wealth Services's SCHD Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2022: 6,438 shares worth $2.15M. The stake represents 1.65% of the portfolio and ranks #29 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in SCHD as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in SCHD in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.59M in Q1 2020. 1,174 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Swaine & Leidel Wealth Services held 6,438 shares of Schwab US Dividend Equity ETF worth $2.15M as of Q1 2022.
Schwab US Dividend Equity ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
Schwab US Dividend Equity ETF made up 1.65% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #29 holding.
Swaine & Leidel Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 11 quarters since.
Swaine & Leidel Wealth Services's Schwab US Dividend Equity ETF position peaked at $2.59M in Q1 2020.
1,174 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.