Accurate Investment Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Accurate Investment Solutions’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
2020 Q1	–	Sell	-75	Closed	-$1K	–	495
2019 Q4	$1K	Hold	75	–	–	﹤0.01%	416
2019 Q3	$1K	Hold	75	–	–	﹤0.01%	354
2019 Q2	$1K	Hold	75	–	–	﹤0.01%	381
2019 Q1	$1K	Hold	75	–	–	﹤0.01%	349
2018 Q4	$1K	Hold	75	–	–	﹤0.01%	317
2018 Q3	$1K	Hold	75	–	–	﹤0.01%	357
2018 Q2	$1K	Hold	75	–	–	﹤0.01%	482
2018 Q1	$1K	Hold	75	–	–	﹤0.01%	462
2017 Q4	$1K	Hold	75	–	–	﹤0.01%	462
2017 Q3	$1K	Hold	75	–	–	﹤0.01%	470
2017 Q2	$1K	Hold	75	–	–	﹤0.01%	337
2017 Q1	$1K	Hold	75	–	–	﹤0.01%	295
2016 Q4	$1K	Buy	+75	New	+$1.06K	﹤0.01%	295

Other funds holding SCHD

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Accurate Investment Solutions's SCHD Position: Q1 2020 in Review

Accurate Investment Solutions sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 75 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in SCHD in Q4 2016 and held it in 13 quarters. The position peaked at $1K in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

Accurate Investment Solutions reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
Accurate Investment Solutions sold 75 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $1K.
Accurate Investment Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and held it in 13 quarters.
Accurate Investment Solutions's Schwab US Dividend Equity ETF position peaked at $1K in Q4 2019.
646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.