Cascadia Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cascadia Advisory Services’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	$2.17M	Sell	87,885 -1,647	-2%	-$41.9K	0.44%	86
2021 Q2	$2.26M	Buy	89,532 +51,270	+134%	+$1.29M	0.49%	79
2021 Q1	$930K	Buy	+38,262	New	+$870K	0.21%	124

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cascadia Advisory Services's SCHD Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q3 2021, selling an estimated $41.9K and leaving 87,885 shares worth $2.17M. The position accounts for 0.44% of the portfolio, ranked #86.

Cascadia Advisory Services first reported a position in SCHD in Q1 2021 and has held it in 3 quarters since. The position peaked at $2.26M in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Cascadia Advisory Services held 87,885 shares of Schwab US Dividend Equity ETF worth $2.17M as of Q3 2021.
Cascadia Advisory Services sold 1,647 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $41.9K.
Schwab US Dividend Equity ETF made up 0.44% of Cascadia Advisory Services's portfolio in Q3 2021, its #86 holding.
Cascadia Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 3 quarters since.
Cascadia Advisory Services's Schwab US Dividend Equity ETF position peaked at $2.26M in Q2 2021.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.