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

JOYN 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
2019
Q1 		– Sell
-183
Closed -$3K – 1154
2018
Q4 		$3K Hold
183
– – ﹤0.01% 1417
2018
Q3 		$3K Hold
183
– – ﹤0.01% 1377
2018
Q2 		$3K Sell
183
-6,327
-97% -$104K ﹤0.01% 1331
2018
Q1 		$106K Buy
+6,510
New +$111K 0.02% 253

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
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JOYN Advisors's SCHD Position: Q1 2019 in Review

JOYN Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2019, closing a stake of 183 shares — an estimated $3K sold.

JOYN Advisors first reported a position in SCHD in Q1 2018 and held it in 4 quarters. The position peaked at $106K in Q1 2018. 519 funds tracked by Wall St. Rank hold SCHD as of Q1 2019.

  • JOYN Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 183 Schwab US Dividend Equity ETF shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Schwab US Dividend Equity ETF position peaked at $106K in Q1 2018.
  • 519 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.