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

Atlas Private 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 Q2	–	Sell	-750	Closed	-$18K	–	324
2021 Q1	$18K	Hold	750	–	–	0.01%	267
2020 Q4	$16K	Buy	+750	New	+$15.2K	0.01%	276

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

Atlas Private Wealth Management's SCHD Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2021, closing a stake of 750 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in SCHD in Q4 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 910 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

Atlas Private Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 750 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $18K.
Atlas Private Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 2 quarters.
Atlas Private Wealth Management's Schwab US Dividend Equity ETF position peaked at $18K in Q1 2021.
910 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.