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Capital One National Association’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital One National Association’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
Q4 		$343K Buy
+17,787
New +$333K 0.05% 246

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital One National Association's SCHD Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2019: 17,787 shares worth $343K. The stake represents 0.05% of the portfolio and ranks #246 among its holdings.

666 funds tracked by Wall St. Rank hold SCHD as of Q4 2019.

  • Capital One National Association held 17,787 shares of Schwab US Dividend Equity ETF worth $343K as of Q4 2019.
  • Schwab US Dividend Equity ETF was a new Capital One National Association position in Q4 2019.
  • Schwab US Dividend Equity ETF made up 0.05% of Capital One National Association's portfolio in Q4 2019, its #246 holding.
  • 666 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.