Alley Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Alley Company’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 Q4	$490K	Sell	18,174 -237	-1%	-$6.16K	0.08%	71
2021 Q3	$456K	Buy	18,411 +321	+2%	+$8.16K	0.08%	72
2021 Q2	$456K	Sell	18,090 -216	-1%	-$5.45K	0.08%	71
2021 Q1	$445K	Buy	18,306 +126	+0.7%	+$2.87K	0.09%	71
2020 Q4	$389K	Buy	18,180 +267	+1%	+$5.41K	0.08%	72
2020 Q3	$330K	Buy	17,913 +342	+2%	+$6.29K	0.02%	74
2020 Q2	$303K	Sell	17,571 -1,752	-9%	-$29.6K	0.02%	74
2020 Q1	$290K	Sell	19,323 -2,643	-12%	-$47.5K	0.03%	71
2019 Q4	$424K	Buy	21,966 +96	+0.4%	+$1.8K	0.11%	71
2019 Q3	$399K	Sell	21,870 -429	-2%	-$7.68K	0.11%	71
2019 Q2	$394K	Buy	22,299 +570	+3%	+$10K	0.11%	72
2019 Q1	$379K	Buy	21,729 +1,215	+6%	+$20.4K	0.11%	71
2018 Q4	$321K	Buy	20,514 +303	+1%	+$5.05K	0.11%	74
2018 Q3	$357K	Buy	20,211 +1,725	+9%	+$29.9K	0.11%	74
2018 Q2	$304K	Buy	18,486 +579	+3%	+$9.53K	0.1%	73
2018 Q1	$293K	Buy	17,907 +273	+2%	+$4.66K	0.1%	73
2017 Q4	$301K	Sell	17,634 -453	-3%	-$7.44K	0.1%	73
2017 Q3	$282K	Buy	18,087 +3,597	+25%	+$55K	0.1%	75
2017 Q2	$218K	Buy	+14,490	New	+$217K	0.08%	77

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Alley Company's SCHD Position: Q4 2021 in Review

Alley Company reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.3% in Q4 2021, selling an estimated $6.16K and leaving 18,174 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #71.

Alley Company first reported a position in SCHD in Q2 2017 and has held it in 19 quarters since. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

Alley Company held 18,174 shares of Schwab US Dividend Equity ETF worth $490K as of Q4 2021.
Alley Company sold 237 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $6.16K.
Schwab US Dividend Equity ETF made up 0.08% of Alley Company's portfolio in Q4 2021, its #71 holding.
Alley Company first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 19 quarters since.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.