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

Domani Wealth’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	-38,397	Closed	-$576K	–	128
2020 Q1	$576K	Buy	38,397 +20,472	+114%	+$368K	0.15%	64
2019 Q4	$346K	Buy	+17,925	New	+$336K	0.11%	85
2017 Q1	–	Sell	-17,148	Closed	-$249K	–	104
2016 Q4	$249K	Sell	17,148 -29,553	-63%	-$420K	0.1%	88
2016 Q3	$659K	Sell	46,701 -25,029	-35%	-$353K	0.25%	55
2016 Q2	$991K	Sell	71,730 -1,833	-2%	-$24.7K	0.38%	45
2016 Q1	$983K	Buy	+73,563	New	+$932K	0.37%	49

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 $4.02B AUM 20% 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

Domani Wealth's SCHD Position: Q2 2020 in Review

Domani Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 38,397 shares — an estimated $576K sold.

Domani Wealth first reported a position in SCHD in Q1 2016 and held it in 6 quarters. The position peaked at $991K in Q2 2016. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Domani Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
Domani Wealth sold 38,397 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $576K.
Domani Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and held it in 6 quarters.
Domani Wealth's Schwab US Dividend Equity ETF position peaked at $991K in Q2 2016.
648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Domani Wealth's 13F filing for Q2 2020, filed 24 Jul 2020.