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

Wipfli 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
2022 Q3	$5M	Sell	225,831 -23,064	-9%	-$560K	0.35%	34
2022 Q2	$5.94M	Sell	248,895 -58,149	-19%	-$1.48M	0.65%	22
2022 Q1	$8.07M	Sell	307,044 -2,046	-0.7%	-$53.6K	0.82%	15
2021 Q4	$8.33M	Sell	309,090 -40,188	-12%	-$1.04M	0.96%	13
2021 Q3	$8.64M	Sell	349,278 -6,102	-2%	-$155K	1.1%	13
2021 Q2	$8.96M	Sell	355,380 -6,435	-2%	-$162K	1.27%	12
2021 Q1	$8.79M	Buy	361,815 +19,056	+6%	+$433K	4.79%	5
2020 Q4	$7.33M	Buy	+342,759	New	+$6.95M	4.37%	5

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

Wipfli Financial Advisors's SCHD Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.3% in Q3 2022, selling an estimated $560K and leaving 225,831 shares worth $5M. The position accounts for 0.35% of the portfolio, ranked #34.

Wipfli Financial Advisors first reported a position in SCHD in Q4 2020 and has held it in 8 quarters since. The position peaked at $8.96M in Q2 2021. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Wipfli Financial Advisors held 225,831 shares of Schwab US Dividend Equity ETF worth $5M as of Q3 2022.
Wipfli Financial Advisors sold 23,064 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $560K.
Schwab US Dividend Equity ETF made up 0.35% of Wipfli Financial Advisors's portfolio in Q3 2022, its #34 holding.
Wipfli Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's Schwab US Dividend Equity ETF position peaked at $8.96M in Q2 2021.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.