Horan Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Horan Capital Management’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 Q4	–	Sell	-6,852	Closed	-$125K	–	53
2019 Q3	$125K	Sell	6,852 -189	-3%	-$3.38K	0.02%	55
2019 Q2	$124K	Hold	7,041	–	–	0.02%	57
2019 Q1	$122K	Hold	7,041	–	–	0.02%	63
2018 Q4	$110K	Sell	7,041 -345	-5%	-$5.75K	0.02%	59
2018 Q3	$130K	Hold	7,386	–	–	0.02%	61
2018 Q2	$121K	Hold	7,386	–	–	0.02%	64
2018 Q1	$120K	Sell	7,386 -15	-0.2%	-$256	0.03%	55
2017 Q4	$126K	Hold	7,401	–	–	0.03%	68
2017 Q3	$115K	Buy	+7,401	New	+$113K	0.02%	63

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 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 $1.05B AUM 12.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Horan Capital Management's SCHD Position: Q4 2019 in Review

Horan Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2019, closing a stake of 6,852 shares — an estimated $125K sold.

Horan Capital Management first reported a position in SCHD in Q3 2017 and held it in 9 quarters. The position peaked at $130K in Q3 2018. 666 funds tracked by Wall St. Rank hold SCHD as of Q4 2019.

Horan Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2019 after selling out during the quarter.
Horan Capital Management sold 6,852 Schwab US Dividend Equity ETF shares in Q4 2019, an estimated $125K.
Horan Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and held it in 9 quarters.
Horan Capital Management's Schwab US Dividend Equity ETF position peaked at $130K in Q3 2018.
666 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2019.

Based on Horan Capital Management's 13F filing for Q4 2019, filed 7 Jan 2020.