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Kore Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kore Private Wealth’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
-30
Closed – – 928
2020
Q2 		$0 Hold
30
– – ﹤0.01% 1252
2020
Q1 		$0 Hold
30
– – ﹤0.01% 1182
2019
Q4 		$1K Buy
+30
New +$562 ﹤0.01% 1011

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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

Kore Private Wealth's SCHD Position: Q3 2020 in Review

Kore Private Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2020, closing a stake of 30 shares.

Kore Private Wealth first reported a position in SCHD in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

  • Kore Private Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 30 Schwab US Dividend Equity ETF shares in Q3 2020.
  • Kore Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Schwab US Dividend Equity ETF position peaked at $1K in Q4 2019.
  • 678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.