Beacon Pointe Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Beacon Pointe Wealth Advisors’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	$546K	Sell	28,272 -3,192	-10%	-$59.8K	0.1%	150
2019 Q3	$580K	Buy	31,464 +3,294	+12%	+$59K	0.12%	145
2019 Q2	$496K	Buy	28,170 +3,468	+14%	+$61K	0.1%	159
2019 Q1	$431K	Buy	24,702 +4,944	+25%	+$83.1K	0.1%	167
2018 Q4	$310K	Buy	+19,758	New	+$329K	0.11%	165

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 $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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 $1.05B AUM 12.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Beacon Pointe Wealth Advisors's SCHD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q4 2019, selling an estimated $59.8K and leaving 28,272 shares worth $546K. The position accounts for 0.1% of the portfolio, ranked #150.

Beacon Pointe Wealth Advisors first reported a position in SCHD in Q4 2018 and has held it in 5 quarters since. The position peaked at $580K in Q3 2019. 666 funds tracked by Wall St. Rank hold SCHD as of Q4 2019.

Beacon Pointe Wealth Advisors held 28,272 shares of Schwab US Dividend Equity ETF worth $546K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 3,192 Schwab US Dividend Equity ETF shares in Q4 2019, an estimated $59.8K.
Schwab US Dividend Equity ETF made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #150 holding.
Beacon Pointe Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $580K in Q3 2019.
666 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.