CWM
SCHD icon

Chicago Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chicago Wealth Management’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
Q1 		– Sell
-12,555
Closed -$242K – 24
2019
Q4 		$242K Buy
+12,555
New +$235K 0.23% 28

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 $3.64B AUM 14.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Chicago Wealth Management's SCHD Position: Q1 2020 in Review

Chicago Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 12,555 shares — an estimated $242K sold.

Chicago Wealth Management first reported a position in SCHD in Q4 2019 and held it in 1 quarter. The position peaked at $242K in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

  • Chicago Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Chicago Wealth Management sold 12,555 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $242K.
  • Chicago Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 1 quarter.
  • Chicago Wealth Management's Schwab US Dividend Equity ETF position peaked at $242K in Q4 2019.
  • 646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Chicago Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.