Evensky & Katz’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Evensky & Katz’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	–	Sell	-30	Closed	-$1K	–	79
2020 Q3	$1K	Sell	30 -12	-29%	-$221	﹤0.01%	78
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	87
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	101
2019 Q4	$1K	Sell	42 -666	-94%	-$12.5K	﹤0.01%	100
2019 Q3	$13K	Hold	708	–	–	﹤0.01%	106
2019 Q2	$13K	Hold	708	–	–	﹤0.01%	105
2019 Q1	$12K	Hold	708	–	–	﹤0.01%	108
2018 Q4	$11K	Buy	708 +3	+0.4%	+$50	﹤0.01%	67
2018 Q3	$12K	Buy	705 +6	+0.9%	+$104	﹤0.01%	59
2018 Q2	$11K	Hold	699	–	–	﹤0.01%	58
2018 Q1	$11K	Buy	699 +3	+0.4%	+$51	﹤0.01%	57
2017 Q4	$11K	Buy	696 +3	+0.4%	+$49	﹤0.01%	45
2017 Q3	$10K	Buy	693 +6	+0.9%	+$92	﹤0.01%	46
2017 Q2	$10K	Sell	687 -270	-28%	-$4.05K	﹤0.01%	44
2017 Q1	$14K	Hold	957	–	–	﹤0.01%	43
2016 Q4	$13K	Buy	957 +9	+0.9%	+$128	﹤0.01%	44
2016 Q3	$13K	Buy	948 +6	+0.6%	+$85	﹤0.01%	42
2016 Q2	$11K	Buy	942 +9	+1%	+$121	﹤0.01%	46
2016 Q1	$12K	Buy	933 +6	+0.6%	+$76	﹤0.01%	46
2015 Q4	$12K	Sell	927 -129	-12%	-$1.66K	﹤0.01%	44
2015 Q3	$12K	Buy	1,056 +9	+0.9%	+$112	﹤0.01%	44
2015 Q2	$13K	Sell	1,047 -78	-7%	-$1.03K	﹤0.01%	45
2015 Q1	$15K	Buy	1,125 +111	+11%	+$1.48K	﹤0.01%	46
2014 Q4	$13K	Buy	1,014 +3	+0.3%	+$39	﹤0.01%	40
2014 Q3	$13K	Buy	1,011 +411	+69%	+$5.28K	﹤0.01%	41
2014 Q2	$7K	Hold	600	–	–	﹤0.01%	29
2014 Q1	$7K	Hold	600	–	–	﹤0.01%	29
2013 Q4	$7K	Hold	600	–	–	﹤0.01%	30
2013 Q3	$6K	Hold	600	–	–	﹤0.01%	29
2013 Q2	$6K	Buy	+600	New	+$6.58K	﹤0.01%	30

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

Evensky & Katz's SCHD Position: Q4 2020 in Review

Evensky & Katz sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Evensky & Katz first reported a position in SCHD in Q2 2013 and held it in 30 quarters. The position peaked at $15K in Q1 2015. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

Evensky & Katz reported no remaining Schwab US Dividend Equity ETF position as of Q4 2020 after selling out during the quarter.
Evensky & Katz sold 30 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $1K.
Evensky & Katz first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and held it in 30 quarters.
Evensky & Katz's Schwab US Dividend Equity ETF position peaked at $15K in Q1 2015.
777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on Evensky & Katz's 13F filing for Q4 2020, filed 8 Feb 2021.