YorkBridge Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

YorkBridge Wealth Partners’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 Q4	$1.5M	Buy	59,682 +3,678	+7%	+$90.8K	0.38%	66
2022 Q3	$1.24M	Sell	56,004 -6,255	-10%	-$152K	0.32%	71
2022 Q2	$1.49M	Buy	62,259 +12,801	+26%	+$326K	0.39%	61
2022 Q1	$1.3M	Buy	49,458 +1,572	+3%	+$41.2K	0.29%	73
2021 Q4	$1.29M	Buy	47,886 +4,302	+10%	+$112K	0.29%	73
2021 Q3	$1.08M	Buy	43,584 +1,194	+3%	+$30.3K	0.27%	77
2021 Q2	$1.07M	Sell	42,390 -360	-0.8%	-$9.09K	0.28%	75
2021 Q1	$1.04M	Buy	42,750 +2,622	+7%	+$59.6K	0.31%	74
2020 Q4	$858K	Buy	40,128 +6,537	+19%	+$133K	0.29%	73
2020 Q3	$619K	Sell	33,591 -234	-0.7%	-$4.31K	0.26%	80
2020 Q2	$583K	Sell	33,825 -321	-0.9%	-$5.42K	0.27%	81
2020 Q1	$512K	Sell	34,146 -3,543	-9%	-$63.6K	0.31%	81
2019 Q4	$728K	Buy	37,689 +945	+3%	+$17.7K	0.33%	78
2019 Q3	$671K	Buy	36,744 +504	+1%	+$9.02K	0.34%	78
2019 Q2	$641K	Sell	36,240 -426	-1%	-$7.49K	0.28%	82
2019 Q1	$639K	Sell	36,666 -1,347	-4%	-$22.7K	0.29%	78
2018 Q4	$595K	Buy	38,013 +6,210	+20%	+$103K	0.31%	79
2018 Q3	$563K	Sell	31,803 -447	-1%	-$7.74K	0.26%	91
2018 Q2	$530K	Buy	32,250 +3	+0%	+$49	0.23%	95
2018 Q1	$529K	Sell	32,247 -1,824	-5%	-$31.1K	0.24%	95
2017 Q4	$567K	Buy	34,071 +18,006	+112%	+$296K	0.27%	88
2017 Q3	$251K	Sell	16,065 -5,790	-26%	-$88.5K	0.13%	152
2017 Q2	$329K	Buy	21,855 +567	+3%	+$8.51K	0.17%	120
2017 Q1	$317K	Buy	21,288 +2,535	+14%	+$37.4K	0.17%	122
2016 Q4	$270K	Buy	+18,753	New	+$266K	0.16%	126

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

YorkBridge Wealth Partners's SCHD Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.6% in Q4 2022, buying an estimated $90.8K and bringing the position to 59,682 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #66.

YorkBridge Wealth Partners first reported a position in SCHD in Q4 2016 and has held it in 25 quarters since. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

YorkBridge Wealth Partners held 59,682 shares of Schwab US Dividend Equity ETF worth $1.5M as of Q4 2022.
YorkBridge Wealth Partners bought 3,678 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $90.8K.
Schwab US Dividend Equity ETF made up 0.38% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #66 holding.
YorkBridge Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 25 quarters since.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.