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HWG Holdings’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HWG Holdings’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 		– Sell
-63
Closed -$1K – 137
2019
Q1 		$1K Hold
63
– – ﹤0.01% 99
2018
Q4 		$1K Buy
+63
New +$1.05K ﹤0.01% 86

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JIP
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AAIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HWG Holdings's SCHD Position: Q2 2019 in Review

HWG Holdings sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2019, closing a stake of 63 shares — an estimated $1K sold.

HWG Holdings first reported a position in SCHD in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 521 funds tracked by Wall St. Rank hold SCHD as of Q2 2019.

  • HWG Holdings reported no remaining Schwab US Dividend Equity ETF position as of Q2 2019 after selling out during the quarter.
  • HWG Holdings sold 63 Schwab US Dividend Equity ETF shares in Q2 2019, an estimated $1K.
  • HWG Holdings first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 2 quarters.
  • HWG Holdings's Schwab US Dividend Equity ETF position peaked at $1K in Q1 2019.
  • 521 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2019.

Based on HWG Holdings's 13F filing for Q2 2019, filed 29 Jul 2019.