FPTW
SCHD icon

Franklin, Parlapiano, Turner & Welch’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
Q1 		– Sell
-11,100
Closed -$214K – 48
2019
Q4 		$214K Hold
11,100
– – 0.08% 44
2019
Q3 		$203K Buy
+11,100
New +$199K 0.08% 44

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's SCHD Position: Q1 2020 in Review

Franklin, Parlapiano, Turner & Welch sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 11,100 shares — an estimated $214K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in SCHD in Q3 2019 and held it in 2 quarters. The position peaked at $214K in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

  • Franklin, Parlapiano, Turner & Welch reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Franklin, Parlapiano, Turner & Welch sold 11,100 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $214K.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 2 quarters.
  • Franklin, Parlapiano, Turner & Welch's Schwab US Dividend Equity ETF position peaked at $214K in Q4 2019.
  • 646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q1 2020, filed 28 Apr 2020.