Harborview Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harborview Advisors’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 Q3	$796K	Buy	32,181 +1,656	+5%	+$42.1K	0.45%	46
2021 Q2	$769K	Sell	30,525 -3,111	-9%	-$78.5K	0.43%	47
2021 Q1	$818K	Sell	33,636 -1,125	-3%	-$25.6K	0.49%	44
2020 Q4	$743K	Sell	34,761 -345	-1%	-$7K	0.5%	48
2020 Q3	$647K	Buy	35,106 +57	+0.2%	+$1.05K	0.49%	51
2020 Q2	$605K	Sell	35,049 -15,867	-31%	-$268K	0.5%	48
2020 Q1	$763K	Sell	50,916 -4,263	-8%	-$76.5K	0.76%	26
2019 Q4	$1.06M	Sell	55,179 -3,342	-6%	-$62.6K	0.82%	22
2019 Q3	$1.07M	Sell	58,521 -3,189	-5%	-$57.1K	0.86%	21
2019 Q2	$1.09M	Sell	61,710 -8,709	-12%	-$153K	0.88%	21
2019 Q1	$1.23M	Buy	70,419 +6,801	+11%	+$114K	1.06%	18
2018 Q4	$996K	Buy	63,618 +1,002	+2%	+$16.7K	1.17%	16
2018 Q3	$1.11M	Sell	62,616 -14,067	-18%	-$243K	1.12%	17
2018 Q2	$1.26M	Sell	76,683 -11,808	-13%	-$194K	1.16%	17
2018 Q1	$1.45M	Sell	88,491 -2,268	-2%	-$38.7K	1.37%	16
2017 Q4	$1.55M	Buy	+90,759	New	+$1.49M	1.48%	16

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harborview Advisors's SCHD Position: Q3 2021 in Review

Harborview Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.4% in Q3 2021, buying an estimated $42.1K and bringing the position to 32,181 shares worth $796K. The position accounts for 0.45% of the portfolio, ranked #46.

Harborview Advisors first reported a position in SCHD in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.55M in Q4 2017. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Harborview Advisors held 32,181 shares of Schwab US Dividend Equity ETF worth $796K as of Q3 2021.
Harborview Advisors bought 1,656 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $42.1K.
Schwab US Dividend Equity ETF made up 0.45% of Harborview Advisors's portfolio in Q3 2021, its #46 holding.
Harborview Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's Schwab US Dividend Equity ETF position peaked at $1.55M in Q4 2017.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.