CWH Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CWH Capital 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 Q4	$11.6M	Buy	+542,508	New	+$11M	4.87%	5

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 $52B AUM 24.53% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

WANY

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWH Capital Management's SCHD Position: Q4 2020 in Review

CWH Capital Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2020: 542,508 shares worth $11.6M. The stake represents 4.87% of the portfolio and ranks #5 among its holdings.

778 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

CWH Capital Management held 542,508 shares of Schwab US Dividend Equity ETF worth $11.6M as of Q4 2020.
Schwab US Dividend Equity ETF was a new CWH Capital Management position in Q4 2020.
Schwab US Dividend Equity ETF made up 4.87% of CWH Capital Management's portfolio in Q4 2020, its #5 holding.
778 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.