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Hochman Cole Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hochman Cole Investment 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 		$319K Buy
12,900
+1,728
+15% +$43.9K 0.12% 101
2021
Q2 		$282K Buy
11,172
+600
+6% +$15.1K 0.11% 105
2021
Q1 		$257K Buy
10,572
+75
+0.7% +$1.71K 0.11% 109
2020
Q4 		$224K Buy
+10,497
New +$213K 0.1% 114

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $1.81T AUM 41.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hochman Cole Investment Advisors's SCHD Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 15% in Q3 2021, buying an estimated $43.9K and bringing the position to 12,900 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #101.

Hochman Cole Investment Advisors first reported a position in SCHD in Q4 2020 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

  • Hochman Cole Investment Advisors held 12,900 shares of Schwab US Dividend Equity ETF worth $319K as of Q3 2021.
  • Hochman Cole Investment Advisors bought 1,728 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $43.9K.
  • Schwab US Dividend Equity ETF made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #101 holding.
  • Hochman Cole Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.