Berman Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Berman Capital 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
2021 Q3	$35K	Buy	1,449 +12	+0.8%	+$305	0.01%	811
2021 Q2	$36K	Buy	1,437 +9	+0.6%	+$227	0.01%	704
2021 Q1	$34K	Buy	1,428 +9	+0.6%	+$205	0.01%	615
2020 Q4	$30K	Buy	1,419 +15	+1%	+$304	0.01%	559
2020 Q3	$25K	Buy	1,404 +12	+0.9%	+$221	0.01%	526
2020 Q2	$24K	Buy	1,392 +12	+0.9%	+$203	0.01%	496
2020 Q1	$20K	Buy	1,380 +12	+0.9%	+$215	0.01%	493
2019 Q4	$26K	Buy	1,368 +27	+2%	+$506	0.01%	464
2019 Q3	$24K	Buy	1,341 +9	+0.7%	+$161	0.01%	462
2019 Q2	$23K	Hold	1,332	–	–	0.01%	478
2019 Q1	$23K	Buy	1,332 +9	+0.7%	+$151	0.01%	424
2018 Q4	$20K	Buy	+1,323	New	+$22K	0.01%	387

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Berman Capital Advisors's SCHD Position: Q3 2021 in Review

Berman Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.84% in Q3 2021, buying an estimated $305 and bringing the position to 1,449 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #811.

Berman Capital Advisors first reported a position in SCHD in Q4 2018 and has held it in 12 quarters since. The position peaked at $36K in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Berman Capital Advisors held 1,449 shares of Schwab US Dividend Equity ETF worth $35K as of Q3 2021.
Berman Capital Advisors bought 12 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $305.
Schwab US Dividend Equity ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #811 holding.
Berman Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Schwab US Dividend Equity ETF position peaked at $36K in Q2 2021.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.