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

Doyle 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
2019
Q3 		– Sell
-3,417
Closed -$60K – 646
2019
Q2 		$60K Buy
+3,417
New +$60.1K 0.01% 330
2019
Q1 		– Sell
-3,417
Closed -$53K – 631
2018
Q4 		$53K Buy
+3,417
New +$56.9K 0.01% 344

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
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Doyle Wealth Management's SCHD Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2019, closing a stake of 3,417 shares — an estimated $60K sold.

Doyle Wealth Management first reported a position in SCHD in Q4 2018 and held it in 2 quarters. The position peaked at $60K in Q2 2019. 543 funds tracked by Wall St. Rank hold SCHD as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,417 Schwab US Dividend Equity ETF shares in Q3 2019, an estimated $60K.
  • Doyle Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab US Dividend Equity ETF position peaked at $60K in Q2 2019.
  • 543 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.