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Financial Advantage’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Advantage’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
Q3 		– Sell
-1,077
Closed -$18K – 143
2020
Q2 		$18K Buy
+1,077
New +$18.2K 0.01% 96

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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Financial Advantage's SCHD Position: Q3 2020 in Review

Financial Advantage sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2020, closing a stake of 1,077 shares — an estimated $18K sold.

Financial Advantage first reported a position in SCHD in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

  • Financial Advantage reported no remaining Schwab US Dividend Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advantage sold 1,077 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $18K.
  • Financial Advantage first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 1 quarter.
  • Financial Advantage's Schwab US Dividend Equity ETF position peaked at $18K in Q2 2020.
  • 678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.