Inspire Investing
SCHD icon

Inspire Investing’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Inspire Investing’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
Q2 		– Sell
-24
Closed – – 674
2020
Q1 		$0 Buy
+24
New +$431 ﹤0.01% 785

Other funds holding SCHD

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Inspire Investing's SCHD Position: Q2 2020 in Review

Inspire Investing sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 24 shares.

Inspire Investing first reported a position in SCHD in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 649 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

  • Inspire Investing reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 24 Schwab US Dividend Equity ETF shares in Q2 2020.
  • Inspire Investing first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 1 quarter.
  • Inspire Investing's Schwab US Dividend Equity ETF position peaked at $0 in Q1 2020.
  • 649 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.