Westover Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Westover Capital 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
2022 Q2	–	Sell	-13,923	Closed	-$366K	–	186
2022 Q1	$366K	Buy	13,923 +573	+4%	+$15K	0.11%	124
2021 Q4	$360K	Buy	13,350 +471	+4%	+$12.2K	0.1%	132
2021 Q3	$319K	Sell	12,879 -237	-2%	-$6.02K	0.1%	133
2021 Q2	$331K	Buy	13,116 +2,289	+21%	+$57.8K	0.11%	132
2021 Q1	$263K	Buy	10,827 +363	+3%	+$8.26K	0.09%	143
2020 Q4	$224K	Buy	+10,464	New	+$212K	0.08%	138

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

Westover Capital Advisors's SCHD Position: Q2 2022 in Review

Westover Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 13,923 shares — an estimated $366K sold.

Westover Capital Advisors first reported a position in SCHD in Q4 2020 and held it in 6 quarters. The position peaked at $366K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Westover Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Westover Capital Advisors sold 13,923 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $366K.
Westover Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 6 quarters.
Westover Capital Advisors's Schwab US Dividend Equity ETF position peaked at $366K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.