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

TCWP’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 Q2	–	Sell	-903	Closed	-$23K	–	1458
2022 Q1	$23K	Buy	+903	New	+$23.6K	﹤0.01%	671

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

TCWP's SCHD Position: Q2 2022 in Review

TCWP sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 903 shares — an estimated $23K sold.

TCWP first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

TCWP reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 903 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $23K.
TCWP first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
TCWP's Schwab US Dividend Equity ETF position peaked at $23K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.