Triad Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Triad Financial 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	-15,531	Closed	-$391K	–	112
2022 Q4	$391K	Buy	15,531 +417	+3%	+$10.3K	0.17%	64
2022 Q3	$335K	Sell	15,114 -36	-0.2%	-$875	0.18%	65
2022 Q2	$362K	Hold	15,150	–	–	0.2%	64
2022 Q1	$398K	Sell	15,150 -213	-1%	-$5.58K	0.21%	63
2021 Q4	$414K	Buy	+15,363	New	+$399K	0.25%	62

Other funds holding SCHD

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

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triad Financial Advisors's SCHD Position: Q1 2023 in Review

Triad Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 15,531 shares — an estimated $391K sold.

Triad Financial Advisors first reported a position in SCHD in Q4 2021 and held it in 5 quarters. The position peaked at $414K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

Triad Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
Triad Financial Advisors sold 15,531 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $391K.
Triad Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 5 quarters.
Triad Financial Advisors's Schwab US Dividend Equity ETF position peaked at $414K in Q4 2021.
1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.