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

Hoover Financial 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 Q2	$34K	Buy	1,365 +30	+2%	+$757	0.01%	334
2021 Q1	$34K	Sell	1,335 -612	-31%	-$13.9K	0.01%	298
2020 Q4	$43K	Sell	1,947 -1,590	-45%	-$32.2K	0.01%	251
2020 Q3	$65K	Buy	3,537 +6	+0.2%	+$110	0.02%	131
2020 Q2	$61K	Buy	+3,531	New	+$59.6K	0.02%	171

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

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

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Hoover Financial Advisors's SCHD Position: Q2 2021 in Review

Hoover Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2021, buying an estimated $757 and bringing the position to 1,365 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #334.

Hoover Financial Advisors first reported a position in SCHD in Q2 2020 and has held it in 5 quarters since. The position peaked at $65K in Q3 2020. 910 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

Hoover Financial Advisors held 1,365 shares of Schwab US Dividend Equity ETF worth $34K as of Q2 2021.
Hoover Financial Advisors bought 30 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $757.
Schwab US Dividend Equity ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #334 holding.
Hoover Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's Schwab US Dividend Equity ETF position peaked at $65K in Q3 2020.
910 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.