JVL Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

JVL Associates’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	-15,003	Closed	-$277K	–	39
2020 Q3	$277K	Buy	15,003 +2,280	+18%	+$42K	0.26%	33
2020 Q2	$219K	Buy	+12,723	New	+$215K	0.23%	35
2020 Q1	–	Sell	-12,246	Closed	-$236K	–	44
2019 Q4	$236K	Hold	12,246	–	–	0.22%	38
2019 Q3	$224K	Hold	12,246	–	–	0.18%	39
2019 Q2	$217K	Hold	12,246	–	–	0.18%	40
2019 Q1	$213K	Buy	+12,246	New	+$206K	0.2%	40
2018 Q4	–	Sell	-12,246	Closed	-$216K	–	38
2018 Q3	$216K	Hold	12,246	–	–	0.2%	34
2018 Q2	$201K	Hold	12,246	–	–	0.2%	35
2018 Q1	$200K	Hold	12,246	–	–	0.2%	34
2017 Q4	$209K	Buy	+12,246	New	+$201K	0.21%	33

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 $4.02B AUM 20% 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

JVL Associates's SCHD Position: Q4 2020 in Review

JVL Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2020, closing a stake of 15,003 shares — an estimated $277K sold.

JVL Associates first reported a position in SCHD in Q4 2017 and held it in 10 quarters. The position peaked at $277K in Q3 2020. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

JVL Associates reported no remaining Schwab US Dividend Equity ETF position as of Q4 2020 after selling out during the quarter.
JVL Associates sold 15,003 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $277K.
JVL Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 10 quarters.
JVL Associates's Schwab US Dividend Equity ETF position peaked at $277K in Q3 2020.
777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on JVL Associates's 13F filing for Q4 2020, filed 8 Mar 2022.