Lake Point Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lake Point Wealth Management’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
2021 Q3	–	Sell	-2,670	Closed	-$67K	–	451
2021 Q2	$67K	Buy	+2,670	New	+$67.4K	0.03%	53
2019 Q2	$3K	Hold	144	–	–	﹤0.01%	492
2019 Q1	$3K	Buy	+144	New	+$2.42K	﹤0.01%	492

Other funds holding SCHD

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Point Wealth Management's SCHD Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 2,670 shares — an estimated $67K sold.

Lake Point Wealth Management first reported a position in SCHD in Q1 2019 and held it in 3 quarters. The position peaked at $67K in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Lake Point Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
Lake Point Wealth Management sold 2,670 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $67K.
Lake Point Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and held it in 3 quarters.
Lake Point Wealth Management's Schwab US Dividend Equity ETF position peaked at $67K in Q2 2021.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.