20/20 Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

20/20 Capital 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
2021 Q2	$3.29M	Buy	130,728 +15,624	+14%	+$394K	0.85%	34
2021 Q1	$2.8M	Sell	115,104 -19,560	-15%	-$445K	0.81%	34
2020 Q4	$2.91M	Buy	+134,664	New	+$2.73M	0.85%	33

Other funds holding SCHD

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

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

CSIA

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

WANY

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

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

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

20/20 Capital Management's SCHD Position: Q2 2021 in Review

20/20 Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 14% in Q2 2021, buying an estimated $394K and bringing the position to 130,728 shares worth $3.29M. The position accounts for 0.85% of the portfolio, ranked #34.

20/20 Capital Management first reported a position in SCHD in Q4 2020 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

20/20 Capital Management held 130,728 shares of Schwab US Dividend Equity ETF worth $3.29M as of Q2 2021.
20/20 Capital Management bought 15,624 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $394K.
Schwab US Dividend Equity ETF made up 0.85% of 20/20 Capital Management's portfolio in Q2 2021, its #34 holding.
20/20 Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 3 quarters since.
912 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.