Jackson Square Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jackson Square Capital’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	-189	Closed	-$3K	–	297
2020 Q3	$3K	Buy	+189	New	+$3.48K	﹤0.01%	318

Other funds holding SCHD

CSIA

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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

Jackson Square Capital's SCHD Position: Q4 2020 in Review

Jackson Square Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2020, closing a stake of 189 shares — an estimated $3K sold.

Jackson Square Capital first reported a position in SCHD in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

Jackson Square Capital reported no remaining Schwab US Dividend Equity ETF position as of Q4 2020 after selling out during the quarter.
Jackson Square Capital sold 189 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $3K.
Jackson Square Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and held it in 1 quarter.
Jackson Square Capital's Schwab US Dividend Equity ETF position peaked at $3K in Q3 2020.
777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.