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American Economic Planning Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

American Economic Planning Group’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
2019
Q3 		$41M Sell
2,259,720
-40,332
-2% -$722K 11.18% 2
2019
Q2 		$40.7M Buy
2,300,052
+50,478
+2% +$888K 12.27% 2
2019
Q1 		$39.2M Buy
+2,249,574
New +$37.8M 12.24% 2

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Economic Planning Group's SCHD Position: Q3 2019 in Review

American Economic Planning Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q3 2019, selling an estimated $722K and leaving 2,259,720 shares worth $41M. The position accounts for 11.18% of the portfolio, ranked #2.

American Economic Planning Group first reported a position in SCHD in Q1 2019 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold SCHD as of Q3 2019.

  • American Economic Planning Group held 2,259,720 shares of Schwab US Dividend Equity ETF worth $41M as of Q3 2019.
  • American Economic Planning Group sold 40,332 Schwab US Dividend Equity ETF shares in Q3 2019, an estimated $722K.
  • Schwab US Dividend Equity ETF made up 11.18% of American Economic Planning Group's portfolio in Q3 2019, its #2 holding.
  • American Economic Planning Group first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.