CDIA
SCHD icon

Capital Directions Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital Directions Investment 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
2019
Q2 		– Sell
-1,500
Closed -$26K – 93
2019
Q1 		$26K Buy
+1,500
New +$25.2K 0.01% 75
2018
Q4 		– Sell
-1,500
Closed -$26K – 113
2018
Q3 		$26K Buy
+1,500
New +$26K 0.01% 109
2018
Q2 		– Sell
-11,985
Closed -$196K – 173
2018
Q1 		$196K Buy
11,985
+24
+0.2% +$409 0.06% 42
2017
Q4 		$204K Buy
11,961
+5,919
+98% +$97.2K 0.06% 41
2017
Q3 		$94K Buy
6,042
+33
+0.5% +$505 0.03% 57
2017
Q2 		$90K Buy
6,009
+33
+0.6% +$495 0.03% 49
2017
Q1 		$89K Buy
5,976
+33
+0.6% +$486 0.03% 50
2016
Q4 		$86K Buy
5,943
+1,542
+35% +$21.9K 0.03% 48
2016
Q3 		$62K Buy
4,401
+24
+0.5% +$339 0.02% 51
2016
Q2 		$60K Buy
4,377
+36
+0.8% +$485 0.02% 51
2016
Q1 		$58K Buy
4,341
+30
+0.7% +$380 0.02% 41
2015
Q4 		$55K Buy
+4,311
New +$55.5K 0.02% 51
2015
Q2 		– Sell
-4,212
Closed -$56K – 71
2015
Q1 		$56K Buy
4,212
+30
+0.7% +$399 0.02% 52
2014
Q4 		$56K Buy
4,182
+27
+0.6% +$353 0.02% 53
2014
Q3 		$55K Buy
+4,155
New +$53.4K 0.02% 52

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Directions Investment Advisors's SCHD Position: Q2 2019 in Review

Capital Directions Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2019, closing a stake of 1,500 shares — an estimated $26K sold.

Capital Directions Investment Advisors first reported a position in SCHD in Q3 2014 and held it in 15 quarters. The position peaked at $204K in Q4 2017. 521 funds tracked by Wall St. Rank hold SCHD as of Q2 2019.

  • Capital Directions Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,500 Schwab US Dividend Equity ETF shares in Q2 2019, an estimated $26K.
  • Capital Directions Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2014 and held it in 15 quarters.
  • Capital Directions Investment Advisors's Schwab US Dividend Equity ETF position peaked at $204K in Q4 2017.
  • 521 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.