Blackhawk Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blackhawk Capital Partners’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 Q2	–	Sell	-16,935	Closed	-$295K	–	112
2019 Q1	$295K	Sell	16,935 -26,433	-61%	-$444K	0.31%	66
2018 Q4	$679K	Buy	+43,368	New	+$723K	0.87%	44
2018 Q2	–	Sell	-275,256	Closed	-$4.5M	–	346
2018 Q1	$4.5M	Buy	275,256 +52,917	+24%	+$902K	3.82%	4
2017 Q4	$3.79M	Buy	+222,339	New	+$3.65M	3.28%	5

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 $4.02B AUM 20% 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 $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Blackhawk Capital Partners's SCHD Position: Q2 2019 in Review

Blackhawk Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2019, closing a stake of 16,935 shares — an estimated $295K sold.

Blackhawk Capital Partners first reported a position in SCHD in Q4 2017 and held it in 4 quarters. The position peaked at $4.5M in Q1 2018. 521 funds tracked by Wall St. Rank hold SCHD as of Q2 2019.

Blackhawk Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2019 after selling out during the quarter.
Blackhawk Capital Partners sold 16,935 Schwab US Dividend Equity ETF shares in Q2 2019, an estimated $295K.
Blackhawk Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 4 quarters.
Blackhawk Capital Partners's Schwab US Dividend Equity ETF position peaked at $4.5M in Q1 2018.
521 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2019.

Based on Blackhawk Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.