Capital Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Capital Wealth Planning’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	-71,073	Closed	-$1.07M	–	181
2020 Q1	$1.07M	Sell	71,073 -6,039	-8%	-$108K	0.07%	69
2019 Q4	$1.49M	Sell	77,112 -954	-1%	-$17.9K	0.09%	66
2019 Q3	$1.43M	Buy	78,066 +6,750	+9%	+$121K	0.09%	67
2019 Q2	$1.26M	Buy	+71,316	New	+$1.25M	0.09%	66
2017 Q3	–	Sell	-43,518	Closed	-$654K	–	185
2017 Q2	$654K	Buy	+43,518	New	+$653K	0.1%	58

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 $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

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

JIP

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

Capital Wealth Planning's SCHD Position: Q2 2020 in Review

Capital Wealth Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 71,073 shares — an estimated $1.07M sold.

Capital Wealth Planning first reported a position in SCHD in Q2 2017 and held it in 5 quarters. The position peaked at $1.49M in Q4 2019. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Capital Wealth Planning reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 71,073 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $1.07M.
Capital Wealth Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and held it in 5 quarters.
Capital Wealth Planning's Schwab US Dividend Equity ETF position peaked at $1.49M in Q4 2019.
648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.