CMC Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CMC Financial Group’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	-13,737	Closed	-$206K	–	35
2020 Q1	$206K	Sell	13,737 -846	-6%	-$15.2K	0.9%	28
2019 Q4	$282K	Buy	+14,583	New	+$273K	0.24%	37

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 $1.09B AUM 11.74% 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

CMC Financial Group's SCHD Position: Q2 2020 in Review

CMC Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 13,737 shares — an estimated $206K sold.

CMC Financial Group first reported a position in SCHD in Q4 2019 and held it in 2 quarters. The position peaked at $282K in Q4 2019. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

CMC Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
CMC Financial Group sold 13,737 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $206K.
CMC Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 2 quarters.
CMC Financial Group's Schwab US Dividend Equity ETF position peaked at $282K in Q4 2019.
648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on CMC Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.