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

Allred 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	–	Sell	-6,564	Closed	-$160K	–	658
2021 Q1	$160K	Buy	+6,564	New	+$149K	0.07%	202
2020 Q1	–	Sell	-6,609	Closed	-$128K	–	607
2019 Q4	$128K	Buy	+6,609	New	+$124K	0.07%	187
2019 Q2	–	Sell	-13,137	Closed	-$231K	–	191
2019 Q1	$231K	Hold	13,137	–	–	0.13%	162
2018 Q4	$205K	Buy	+13,137	New	+$219K	0.14%	163

Other funds holding SCHD

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

OWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allred Capital Management's SCHD Position: Q2 2021 in Review

Allred Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2021, closing a stake of 6,564 shares — an estimated $160K sold.

Allred Capital Management first reported a position in SCHD in Q4 2018 and held it in 4 quarters. The position peaked at $231K in Q1 2019. 910 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

Allred Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 6,564 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $160K.
Allred Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 4 quarters.
Allred Capital Management's Schwab US Dividend Equity ETF position peaked at $231K in Q1 2019.
910 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.