TWA
SCHD icon

Tillar-Wenstrup Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tillar-Wenstrup Advisors’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
2023
Q1 		– Sell
-23,151
Closed -$583K – 24
2022
Q4 		$583K Buy
+23,151
New +$571K 0.28% 37

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tillar-Wenstrup Advisors's SCHD Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 23,151 shares — an estimated $583K sold.

Tillar-Wenstrup Advisors first reported a position in SCHD in Q4 2022 and held it in 1 quarter. The position peaked at $583K in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 23,151 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $583K.
  • Tillar-Wenstrup Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 1 quarter.
  • Tillar-Wenstrup Advisors's Schwab US Dividend Equity ETF position peaked at $583K in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.