JBJ Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

JBJ Investment Partners’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 Q3	–	Sell	-4,311,777	Closed	-$74.4M	–	53
2020 Q2	$74.4M	Buy	4,311,777 +79,875	+2%	+$1.35M	21.31%	1
2020 Q1	$63.5M	Sell	4,231,902 -748,155	-15%	-$13.4M	22.76%	1
2019 Q4	$96.1M	Sell	4,980,057 -121,971	-2%	-$2.28M	29.5%	1
2019 Q3	$93.2M	Buy	5,102,028 +272,565	+6%	+$4.88M	31.35%	1
2019 Q2	$85.4M	Buy	4,829,463 +496,764	+11%	+$8.74M	30.9%	1
2019 Q1	$75.5M	Buy	+4,332,699	New	+$72.9M	28.76%	1

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

OWM

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

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

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

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

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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

JBJ Investment Partners's SCHD Position: Q3 2020 in Review

JBJ Investment Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2020, closing a stake of 4,311,777 shares — an estimated $74.4M sold.

JBJ Investment Partners first reported a position in SCHD in Q1 2019 and held it in 6 quarters. The position peaked at $96.1M in Q4 2019. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

JBJ Investment Partners reported no remaining Schwab US Dividend Equity ETF position as of Q3 2020 after selling out during the quarter.
JBJ Investment Partners sold 4,311,777 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $74.4M.
JBJ Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and held it in 6 quarters.
JBJ Investment Partners's Schwab US Dividend Equity ETF position peaked at $96.1M in Q4 2019.
678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on JBJ Investment Partners's 13F filing for Q3 2020, filed 23 Oct 2020.