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Fiduciary Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-810
Closed -$20K – 226
2021
Q1 		$20K Buy
+810
New +$18.4K 0.03% 112

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's SCHD Position: Q2 2021 in Review

Fiduciary Planning sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2021, closing a stake of 810 shares — an estimated $20K sold.

Fiduciary Planning first reported a position in SCHD in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 910 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

  • Fiduciary Planning reported no remaining Schwab US Dividend Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 810 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $20K.
  • Fiduciary Planning first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 1 quarter.
  • Fiduciary Planning's Schwab US Dividend Equity ETF position peaked at $20K in Q1 2021.
  • 910 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.