Community Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Community Bank’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	–	Sell	-1,050	Closed	-$26K	–	495
2021 Q2	$26K	Sell	1,050 -249	-19%	-$6.29K	﹤0.01%	341
2021 Q1	$32K	Buy	+1,299	New	+$29.5K	﹤0.01%	330
2016 Q2	–	Sell	-1,275	Closed	-$17K	–	462
2016 Q1	$17K	Buy	+1,275	New	+$16.2K	﹤0.01%	320

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 22.9% 1-Year Est. Return

Community Bank's SCHD Position: Q3 2021 in Review

Community Bank sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 1,050 shares — an estimated $26K sold.

Community Bank first reported a position in SCHD in Q1 2016 and held it in 3 quarters. The position peaked at $32K in Q1 2021. 928 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Community Bank reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
Community Bank sold 1,050 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $26K.
Community Bank first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and held it in 3 quarters.
Community Bank's Schwab US Dividend Equity ETF position peaked at $32K in Q1 2021.
928 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Community Bank's 13F filing for Q3 2021, filed 28 Oct 2021.