Boys Arnold & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Boys Arnold & Co’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	-28,641	Closed	-$429K	–	173
2020 Q1	$429K	Buy	28,641 +4,038	+16%	+$72.5K	0.08%	177
2019 Q4	$475K	Buy	24,603 +5,505	+29%	+$103K	0.06%	204
2019 Q3	$347K	Hold	19,098	–	–	0.05%	225
2019 Q2	$338K	Hold	19,098	–	–	0.05%	228
2019 Q1	$333K	Hold	19,098	–	–	0.05%	226
2018 Q4	$297K	Sell	19,098 -3,408	-15%	-$56.8K	0.05%	224
2018 Q3	$399K	Hold	22,506	–	–	0.06%	217
2018 Q2	$370K	Hold	22,506	–	–	0.05%	225
2018 Q1	$365K	Buy	+22,506	New	+$384K	0.05%	231
2017 Q1	–	Sell	-22,608	Closed	-$328K	–	280
2016 Q4	$328K	Buy	22,608 +3,408	+18%	+$48.4K	0.05%	227
2016 Q3	$271K	Hold	19,200	–	–	0.05%	245
2016 Q2	$265K	Buy	+19,200	New	+$259K	0.05%	241
2016 Q1	–	Sell	-41,400	Closed	-$532K	–	192
2015 Q4	$532K	Buy	41,400 +20,700	+100%	+$267K	0.06%	190
2015 Q3	$248K	Hold	20,700	–	–	0.05%	204
2015 Q2	$264K	Buy	+20,700	New	+$274K	0.05%	199

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 $52B AUM 24.53% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return

JIP

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

Boys Arnold & Co's SCHD Position: Q2 2020 in Review

Boys Arnold & Co sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 28,641 shares — an estimated $429K sold.

Boys Arnold & Co first reported a position in SCHD in Q2 2015 and held it in 15 quarters. The position peaked at $532K in Q4 2015. 649 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Boys Arnold & Co reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 28,641 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $429K.
Boys Arnold & Co first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and held it in 15 quarters.
Boys Arnold & Co's Schwab US Dividend Equity ETF position peaked at $532K in Q4 2015.
649 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.