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Johanson Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-269,946
Closed -$1.55M – 213
2019
Q4 		$1.55M Buy
+269,946
New +$5.06M 0.07% 113

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Johanson Financial Advisors's SCHD Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 269,946 shares — an estimated $1.55M sold.

Johanson Financial Advisors first reported a position in SCHD in Q4 2019 and held it in 1 quarter. The position peaked at $1.55M in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 269,946 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $1.55M.
  • Johanson Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Schwab US Dividend Equity ETF position peaked at $1.55M in Q4 2019.
  • 646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.