Asset Planning Services (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Asset Planning Services (Pennsylvania)’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	-87,810	Closed	-$2.13M	–	75
2021 Q1	$2.13M	Buy	87,810 +597	+0.7%	+$13.6K	0.98%	24
2020 Q4	$1.86M	Buy	87,213 +813	+0.9%	+$16.5K	0.9%	26
2020 Q3	$1.59M	Buy	86,400 +840	+1%	+$15.5K	0.69%	30
2020 Q2	$1.48M	Buy	85,560 +729	+0.9%	+$12.3K	0.64%	32
2020 Q1	$1.27M	Buy	84,831 +813	+1%	+$14.6K	0.63%	31
2019 Q4	$1.65M	Buy	84,018 +1,410	+2%	+$26.4K	0.68%	30
2019 Q3	$1.51M	Buy	82,608 +648	+0.8%	+$11.6K	0.65%	28
2019 Q2	$1.45M	Buy	81,960 +28,500	+53%	+$501K	0.64%	29
2019 Q1	$932K	Buy	+53,460	New	+$899K	0.43%	36

Other funds holding SCHD

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Asset Planning Services (Pennsylvania)'s SCHD Position: Q2 2021 in Review

Asset Planning Services (Pennsylvania) sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2021, closing a stake of 87,810 shares — an estimated $2.13M sold.

Asset Planning Services (Pennsylvania) first reported a position in SCHD in Q1 2019 and held it in 9 quarters. The position peaked at $2.13M in Q1 2021. 911 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

Asset Planning Services (Pennsylvania) reported no remaining Schwab US Dividend Equity ETF position as of Q2 2021 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 87,810 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $2.13M.
Asset Planning Services (Pennsylvania) first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and held it in 9 quarters.
Asset Planning Services (Pennsylvania)'s Schwab US Dividend Equity ETF position peaked at $2.13M in Q1 2021.
911 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2021, filed 12 Aug 2021.