Blue Chip Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blue Chip Wealth 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
2020 Q3	$625K	Sell	33,903 -4,257	-11%	-$78.3K	0.49%	50
2020 Q2	$658K	Sell	38,160 -3,504	-8%	-$59.2K	0.62%	45
2020 Q1	$625K	Sell	41,664 -2,466	-6%	-$44.3K	0.78%	36
2019 Q4	$852K	Buy	44,130 +19,896	+82%	+$373K	0.79%	37
2019 Q3	$442K	Buy	24,234 +1,593	+7%	+$28.5K	0.46%	57
2019 Q2	$401K	Hold	22,641	–	–	0.42%	57
2019 Q1	$395K	Buy	22,641 +78	+0.3%	+$1.31K	0.45%	60
2018 Q4	$353K	Sell	22,563 -1,902	-8%	-$31.7K	0.46%	58
2018 Q3	$432K	Buy	24,465 +96	+0.4%	+$1.66K	0.44%	59
2018 Q2	$400K	Hold	24,369	–	–	0.43%	63
2018 Q1	$398K	Buy	+24,369	New	+$416K	0.41%	59

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Blue Chip Wealth Management's SCHD Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q3 2020, selling an estimated $78.3K and leaving 33,903 shares worth $625K. The position accounts for 0.49% of the portfolio, ranked #50.

Blue Chip Wealth Management first reported a position in SCHD in Q1 2018 and has held it in 11 quarters since. The position peaked at $852K in Q4 2019. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

Blue Chip Wealth Management held 33,903 shares of Schwab US Dividend Equity ETF worth $625K as of Q3 2020.
Blue Chip Wealth Management sold 4,257 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $78.3K.
Schwab US Dividend Equity ETF made up 0.49% of Blue Chip Wealth Management's portfolio in Q3 2020, its #50 holding.
Blue Chip Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Schwab US Dividend Equity ETF position peaked at $852K in Q4 2019.
678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.