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BHK Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BHK Investment 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 		– Sell
-100,500
Closed -$1.83M – 72
2019
Q3 		$1.83M Buy
100,500
+303
+0.3% +$5.42K 1.06% 20
2019
Q2 		$1.77M Buy
100,197
+17,592
+21% +$309K 1.01% 22
2019
Q1 		$1.44M Buy
+82,605
New +$1.39M 0.87% 22

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
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
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

BHK Investment Advisors's SCHD Position: Q4 2019 in Review

BHK Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2019, closing a stake of 100,500 shares — an estimated $1.83M sold.

BHK Investment Advisors first reported a position in SCHD in Q1 2019 and held it in 3 quarters. The position peaked at $1.83M in Q3 2019. 666 funds tracked by Wall St. Rank hold SCHD as of Q4 2019.

  • BHK Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2019 after selling out during the quarter.
  • BHK Investment Advisors sold 100,500 Schwab US Dividend Equity ETF shares in Q4 2019, an estimated $1.83M.
  • BHK Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and held it in 3 quarters.
  • BHK Investment Advisors's Schwab US Dividend Equity ETF position peaked at $1.83M in Q3 2019.
  • 666 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.