Hurlow Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hurlow Wealth Management Group’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
2020 Q4	–	Sell	-11,178	Closed	-$206K	–	95
2020 Q3	$206K	Sell	11,178 -4,227	-27%	-$77.8K	0.19%	86
2020 Q2	$265K	Sell	15,405 -60,519	-80%	-$1.02M	0.26%	73
2020 Q1	$1.22M	Buy	75,924 +5,340	+8%	+$95.9K	1.31%	18
2019 Q4	$1.37M	Sell	70,584 -4,821	-6%	-$90.3K	1.35%	17
2019 Q3	$1.37M	Sell	75,405 -5,145	-6%	-$92.1K	1.45%	16
2019 Q2	$1.45M	Buy	80,550 +2,598	+3%	+$45.7K	1.52%	15
2019 Q1	$1.4M	Sell	77,952 -1,272	-2%	-$21.4K	1.5%	15
2018 Q4	$1.29M	Buy	+79,224	New	+$1.32M	1.56%	14

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

OWM

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hurlow Wealth Management Group's SCHD Position: Q4 2020 in Review

Hurlow Wealth Management Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2020, closing a stake of 11,178 shares — an estimated $206K sold.

Hurlow Wealth Management Group first reported a position in SCHD in Q4 2018 and held it in 8 quarters. The position peaked at $1.45M in Q2 2019. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

Hurlow Wealth Management Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2020 after selling out during the quarter.
Hurlow Wealth Management Group sold 11,178 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $206K.
Hurlow Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 8 quarters.
Hurlow Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $1.45M in Q2 2019.
777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on Hurlow Wealth Management Group's 13F filing for Q4 2020, filed 19 Jan 2021.