Cardan Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cardan Capital Partners’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	$8.13M	Buy	328,737 +5,385	+2%	+$137K	0.91%	40
2021 Q2	$8.15M	Buy	323,352 +15,417	+5%	+$389K	0.91%	36
2021 Q1	$7.49M	Buy	307,935 +113,100	+58%	+$2.57M	0.9%	38
2020 Q4	$4.17M	Buy	194,835 +8,493	+5%	+$172K	0.51%	59
2020 Q3	$3.44M	Sell	186,342 -20,481	-10%	-$377K	0.46%	75
2020 Q2	$3.57M	Sell	206,823 -27,975	-12%	-$472K	0.51%	64
2020 Q1	$3.52M	Sell	234,798 -85,356	-27%	-$1.53M	0.58%	45
2019 Q4	$6.18M	Sell	320,154 -978	-0.3%	-$18.3K	0.83%	37
2019 Q3	$5.86M	Sell	321,132 -921	-0.3%	-$16.5K	0.84%	36
2019 Q2	$5.7M	Buy	322,053 +14,697	+5%	+$258K	0.87%	34
2019 Q1	$5.36M	Sell	307,356 -122,847	-29%	-$2.07M	0.87%	34
2018 Q4	$6.74M	Buy	430,203 +7,770	+2%	+$129K	1.18%	25
2018 Q3	$7.46M	Buy	422,433 +15,294	+4%	+$265K	1.17%	19
2018 Q2	$6.69M	Sell	407,139 -11,643	-3%	-$192K	1.1%	24
2018 Q1	$6.84M	Buy	418,782 +6,705	+2%	+$114K	1.13%	21
2017 Q4	$7.03M	Buy	412,077 +2,907	+0.7%	+$47.8K	1.33%	19
2017 Q3	$6.38M	Sell	409,170 -3,831	-0.9%	-$58.6K	1.27%	21
2017 Q2	$6.21M	Buy	413,001 +8,892	+2%	+$133K	1.21%	22
2017 Q1	$6M	Sell	404,109 -58,335	-13%	-$860K	1.25%	22
2016 Q4	$6.72M	Buy	+462,444	New	+$6.57M	1.5%	17
2016 Q2	–	Sell	-412,716	Closed	-$5.51M	–	109
2016 Q1	$5.51M	Buy	+412,716	New	+$5.23M	1.38%	23

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

Cardan Capital Partners's SCHD Position: Q3 2021 in Review

Cardan Capital Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q3 2021, buying an estimated $137K and bringing the position to 328,737 shares worth $8.13M. The position accounts for 0.91% of the portfolio, ranked #40.

Cardan Capital Partners first reported a position in SCHD in Q1 2016 and has held it in 21 quarters since. The position peaked at $8.15M in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Cardan Capital Partners held 328,737 shares of Schwab US Dividend Equity ETF worth $8.13M as of Q3 2021.
Cardan Capital Partners bought 5,385 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $137K.
Schwab US Dividend Equity ETF made up 0.91% of Cardan Capital Partners's portfolio in Q3 2021, its #40 holding.
Cardan Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 21 quarters since.
Cardan Capital Partners's Schwab US Dividend Equity ETF position peaked at $8.15M in Q2 2021.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.