TWP
SCHD icon

TFO Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TFO Wealth Partners’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
-5,727
Closed -$151K – 508
2022
Q1 		$151K Buy
+5,727
New +$150K 0.03% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

TFO Wealth Partners's SCHD Position: Q2 2022 in Review

TFO Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 5,727 shares — an estimated $151K sold.

TFO Wealth Partners first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $151K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

  • TFO Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 5,727 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $151K.
  • TFO Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Schwab US Dividend Equity ETF position peaked at $151K in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on TFO Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.