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

Westwind Capital’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 Q1	–	Sell	-2,925	Closed	-$79K	–	44
2021 Q4	$79K	Buy	2,925 +918	+46%	+$23.8K	0.02%	36
2021 Q3	$50K	Hold	2,007	–	–	0.01%	32
2021 Q2	$51K	Hold	2,007	–	–	0.01%	35
2021 Q1	$49K	Buy	2,007 +849	+73%	+$19.3K	0.01%	32
2020 Q4	$25K	Hold	1,158	–	–	0.01%	33
2020 Q3	$21K	Hold	1,158	–	–	0.01%	31
2020 Q2	$20K	Hold	1,158	–	–	0.01%	34
2020 Q1	$17K	Hold	1,158	–	–	0.01%	34
2019 Q4	$22K	Sell	1,158 -69	-6%	-$1.29K	0.01%	35
2019 Q3	$22K	Sell	1,227 -1,101	-47%	-$19.7K	0.01%	36
2019 Q2	$41K	Buy	2,328 +1,101	+90%	+$19.4K	0.02%	33
2019 Q1	$21K	Sell	1,227 -93	-7%	-$1.56K	0.01%	36
2018 Q4	$21K	Sell	1,320 -849	-39%	-$14.2K	0.02%	38
2018 Q3	$38K	Sell	2,169 -166,551	-99%	-$2.88M	0.02%	31
2018 Q2	$2.77M	Sell	168,720 -326,673	-66%	-$5.38M	2.1%	17
2018 Q1	$8.1M	Buy	495,393 +495,033	+137,509%	+$8.44M	6.49%	7
2017 Q4	$6K	Buy	+360	New	+$5.91K	0.01%	38

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Westwind Capital's SCHD Position: Q1 2022 in Review

Westwind Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 2,925 shares — an estimated $79K sold.

Westwind Capital first reported a position in SCHD in Q4 2017 and held it in 17 quarters. The position peaked at $8.1M in Q1 2018. 1,175 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Westwind Capital reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
Westwind Capital sold 2,925 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $79K.
Westwind Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 17 quarters.
Westwind Capital's Schwab US Dividend Equity ETF position peaked at $8.1M in Q1 2018.
1,175 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Westwind Capital's 13F filing for Q1 2022, filed 6 Apr 2022.