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Altium Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Altium Wealth 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
Q3 		– Sell
-7,995
Closed -$202K – 388
2021
Q2 		$202K Buy
+7,995
New +$202K 0.01% 363
2018
Q1 		– Sell
-13,560
Closed -$231K – 169
2017
Q4 		$231K Buy
+13,560
New +$223K 0.11% 141

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Altium Wealth Management's SCHD Position: Q3 2021 in Review

Altium Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 7,995 shares — an estimated $202K sold.

Altium Wealth Management first reported a position in SCHD in Q4 2017 and held it in 2 quarters. The position peaked at $231K in Q4 2017. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

  • Altium Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Altium Wealth Management sold 7,995 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $202K.
  • Altium Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 2 quarters.
  • Altium Wealth Management's Schwab US Dividend Equity ETF position peaked at $231K in Q4 2017.
  • 927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Altium Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.