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Barometer Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Barometer Capital 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
2019
Q4 		– Sell
-78,000
Closed -$1.42M – 170
2019
Q3 		$1.42M Buy
+78,000
New +$1.4M 0.15% 107

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barometer Capital Management's SCHD Position: Q4 2019 in Review

Barometer Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2019, closing a stake of 78,000 shares — an estimated $1.42M sold.

Barometer Capital Management first reported a position in SCHD in Q3 2019 and held it in 1 quarter. The position peaked at $1.42M in Q3 2019. 666 funds tracked by Wall St. Rank hold SCHD as of Q4 2019.

  • Barometer Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2019 after selling out during the quarter.
  • Barometer Capital Management sold 78,000 Schwab US Dividend Equity ETF shares in Q4 2019, an estimated $1.42M.
  • Barometer Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 1 quarter.
  • Barometer Capital Management's Schwab US Dividend Equity ETF position peaked at $1.42M in Q3 2019.
  • 666 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2019.

Based on Barometer Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.