Burt Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Burt Wealth Advisors’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	-1,074	Closed	-$16K	–	438
2020 Q1	$16K	Hold	1,074	–	–	0.01%	243
2019 Q4	$21K	Hold	1,074	–	–	0.01%	238
2019 Q3	$20K	Hold	1,074	–	–	0.01%	239
2019 Q2	$19K	Hold	1,074	–	–	0.01%	244
2019 Q1	$19K	Hold	1,074	–	–	0.01%	245
2018 Q4	$17K	Buy	1,074 +6	+0.6%	+$100	0.01%	249
2018 Q3	$19K	Buy	1,068 +858	+409%	+$14.8K	0.01%	257
2018 Q2	$3K	Hold	210	–	–	﹤0.01%	333
2018 Q1	$3K	Hold	210	–	–	﹤0.01%	337
2017 Q4	$4K	Hold	210	–	–	﹤0.01%	319
2017 Q3	$3K	Sell	210 -108	-34%	-$1.65K	﹤0.01%	319
2017 Q2	$4K	Sell	318 -2,973	-90%	-$44.6K	﹤0.01%	349
2017 Q1	$49K	Sell	3,291 -105	-3%	-$1.55K	0.04%	168
2016 Q4	$49K	Sell	3,396 -1,893	-36%	-$26.9K	0.04%	172
2016 Q3	$74K	Buy	5,289 +4,875	+1,178%	+$68.8K	0.08%	128
2016 Q2	$5K	Hold	414	–	–	0.01%	318
2016 Q1	$6K	Sell	414 -396	-49%	-$5.02K	0.01%	366
2015 Q4	$10K	Buy	810 +3	+0.4%	+$39	0.01%	275
2015 Q3	$9K	Buy	807 +6	+0.7%	+$75	0.01%	258
2015 Q2	$11K	Sell	801 -501	-38%	-$6.63K	0.01%	266
2015 Q1	$17K	Buy	1,302 +798	+158%	+$10.6K	0.02%	205
2014 Q4	$7K	Buy	+504	New	+$6.59K	0.01%	261

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

Burt Wealth Advisors's SCHD Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 1,074 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in SCHD in Q4 2014 and held it in 22 quarters. The position peaked at $74K in Q3 2016. 649 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Burt Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 1,074 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $16K.
Burt Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and held it in 22 quarters.
Burt Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $74K in Q3 2016.
649 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.