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

Ackerman Capital 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
2020 Q1	–	Sell	-55,188	Closed	-$1.07M	–	177
2019 Q4	$1.07M	Buy	55,188 +993	+2%	+$18.6K	0.32%	44
2019 Q3	$990K	Buy	54,195 +1,611	+3%	+$28.8K	0.34%	43
2019 Q2	$930	Buy	52,584 +288	+0.6%	+$5.07K	﹤0.01%	84
2019 Q1	$911	Sell	52,296 -1,296	-2%	-$21.8K	﹤0.01%	86
2018 Q4	$839	Buy	+53,592	New	+$893K	0.07%	88

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 $1.09B AUM 11.74% 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

Ackerman Capital Advisors's SCHD Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 55,188 shares — an estimated $1.07M sold.

Ackerman Capital Advisors first reported a position in SCHD in Q4 2018 and held it in 5 quarters. The position peaked at $1.07M in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

Ackerman Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 55,188 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $1.07M.
Ackerman Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 5 quarters.
Ackerman Capital Advisors's Schwab US Dividend Equity ETF position peaked at $1.07M in Q4 2019.
646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.