Blue Sky Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Blue Sky Asset 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 Q2	–	Sell	-16,167	Closed	-$242K	–	61
2020 Q1	$242K	Buy	+16,167	New	+$290K	0.1%	55

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Blue Sky Asset Management's SCHD Position: Q2 2020 in Review

Blue Sky Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 16,167 shares — an estimated $242K sold.

Blue Sky Asset Management first reported a position in SCHD in Q1 2020 and held it in 1 quarter. The position peaked at $242K in Q1 2020. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Blue Sky Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
Blue Sky Asset Management sold 16,167 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $242K.
Blue Sky Asset Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 1 quarter.
Blue Sky Asset Management's Schwab US Dividend Equity ETF position peaked at $242K in Q1 2020.
648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Blue Sky Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.