HCA
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Hillview Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hillview Capital 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
2019
Q2 		$2.86M Hold
160,500
– – 15.26% 3
2019
Q1 		$2.8M Buy
+160,500
New +$2.7M 14.84% 3

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 $52B AUM 24.53% 1-Year Est. Return
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
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hillview Capital Advisors's SCHD Position: Q2 2019 in Review

Hillview Capital Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2019 at 160,500 shares worth $2.86M. The position accounts for 15.26% of the portfolio, ranked #3.

Hillview Capital Advisors first reported a position in SCHD in Q1 2019 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold SCHD as of Q2 2019.

  • Hillview Capital Advisors held 160,500 shares of Schwab US Dividend Equity ETF worth $2.86M as of Q2 2019.
  • Hillview Capital Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q2 2019.
  • Schwab US Dividend Equity ETF made up 15.26% of Hillview Capital Advisors's portfolio in Q2 2019, its #3 holding.
  • Hillview Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2019.

Based on Hillview Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.