Brouwer & Janachowski’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Brouwer & Janachowski’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
2021 Q3	–	Sell	-8,127	Closed	-$205K	–	72
2021 Q2	$205K	Buy	+8,127	New	+$205K	0.04%	59
2016 Q2	–	Sell	-400,905	Closed	-$5.36M	–	47
2016 Q1	$5.36M	Sell	400,905 -51,741	-11%	-$656K	1.83%	12
2015 Q4	$5.82M	Sell	452,646 -130,053	-22%	-$1.68M	3.14%	9
2015 Q3	$6.98M	Sell	582,699 -72,072	-11%	-$900K	3.28%	12
2015 Q2	$8.36M	Sell	654,771 -31,794	-5%	-$421K	3.66%	10
2015 Q1	$9.02M	Sell	686,565 -66,273	-9%	-$881K	3.84%	8
2014 Q4	$10M	Buy	752,838 +885	+0.1%	+$11.6K	4.31%	8
2014 Q3	$9.66M	Sell	751,953 -33,099	-4%	-$425K	4.61%	7
2014 Q2	$10M	Buy	785,052 +80,880	+11%	+$1.01M	4.79%	7
2014 Q1	$8.65M	Buy	704,172 +33,708	+5%	+$404K	4.24%	6
2013 Q4	$8.19M	Buy	+670,464	New	+$7.91M	4.01%	6

Other funds holding SCHD

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Brouwer & Janachowski's SCHD Position: Q3 2021 in Review

Brouwer & Janachowski sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 8,127 shares — an estimated $205K sold.

Brouwer & Janachowski first reported a position in SCHD in Q4 2013 and held it in 11 quarters. The position peaked at $10M in Q2 2014. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Brouwer & Janachowski reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
Brouwer & Janachowski sold 8,127 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $205K.
Brouwer & Janachowski first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and held it in 11 quarters.
Brouwer & Janachowski's Schwab US Dividend Equity ETF position peaked at $10M in Q2 2014.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.