American Money Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

American Money 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
2020 Q2	–	Sell	-20,130	Closed	-$302K	–	78
2020 Q1	$302K	Sell	20,130 -4,281	-18%	-$76.9K	0.17%	61
2019 Q4	$471K	Sell	24,411 -621	-2%	-$11.6K	0.22%	58
2019 Q3	$457K	Sell	25,032 -1,329	-5%	-$23.8K	0.24%	60
2019 Q2	$466K	Sell	26,361 -669	-2%	-$11.8K	0.25%	60
2019 Q1	$471K	Sell	27,030 -6,666	-20%	-$112K	0.26%	59
2018 Q4	$528K	Buy	33,696 +1,875	+6%	+$31.2K	0.33%	55
2018 Q3	$562K	Sell	31,821 -2,928	-8%	-$50.7K	0.32%	56
2018 Q2	$571K	Sell	34,749 -6,432	-16%	-$106K	0.35%	55
2018 Q1	$673K	Sell	41,181 -840	-2%	-$14.3K	0.42%	52
2017 Q4	$717K	Sell	42,021 -477	-1%	-$7.84K	0.43%	52
2017 Q3	$663K	Buy	42,498 +4,974	+13%	+$76.1K	0.44%	52
2017 Q2	$564K	Buy	37,524 +7,167	+24%	+$108K	0.4%	51
2017 Q1	$451K	Sell	30,357 -900	-3%	-$13.3K	0.33%	54
2016 Q4	$454K	Sell	31,257 -258	-0.8%	-$3.66K	0.37%	53
2016 Q3	$444K	Sell	31,515 -1,044	-3%	-$14.7K	0.35%	55
2016 Q2	$450K	Buy	32,559 +306	+0.9%	+$4.13K	0.37%	54
2016 Q1	$431K	Buy	32,253 +8,781	+37%	+$111K	0.36%	55
2015 Q4	$302K	Buy	23,472 +336	+1%	+$4.33K	0.26%	62
2015 Q3	$277K	Sell	23,136 -36	-0.2%	-$450	0.26%	63
2015 Q2	$296K	Buy	23,172 +2,004	+9%	+$26.5K	0.25%	65
2015 Q1	$278K	Buy	21,168 +3,417	+19%	+$45.4K	0.24%	68
2014 Q4	$236K	Buy	+17,751	New	+$232K	0.2%	75

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 $52B AUM 24.53% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.9% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

American Money Management's SCHD Position: Q2 2020 in Review

American Money Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 20,130 shares — an estimated $302K sold.

American Money Management first reported a position in SCHD in Q4 2014 and held it in 22 quarters. The position peaked at $717K in Q4 2017. 649 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

American Money Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
American Money Management sold 20,130 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $302K.
American Money Management first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and held it in 22 quarters.
American Money Management's Schwab US Dividend Equity ETF position peaked at $717K in Q4 2017.
649 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on American Money Management's 13F filing for Q2 2020, filed 13 Aug 2020.