Vienna Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Vienna Asset Management’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 Q3	$3K	Buy	+150	New	+$3.64K	0.01%	48

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

Vienna Asset Management's SCHD Position: Q3 2022 in Review

Vienna Asset Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2022: 150 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #48 among its holdings.

1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Vienna Asset Management held 150 shares of Schwab US Dividend Equity ETF worth $3K as of Q3 2022.
Schwab US Dividend Equity ETF was a new Vienna Asset Management position in Q3 2022.
Schwab US Dividend Equity ETF made up 0.01% of Vienna Asset Management's portfolio in Q3 2022, its #48 holding.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Vienna Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.