LifePlan Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LifePlan Financial Group’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	$790K	Buy	42,849 +7,920	+23%	+$146K	0.34%	58
2020 Q2	$603K	Buy	34,929 +20,814	+147%	+$352K	0.27%	69
2020 Q1	$212K	Buy	14,115 +204	+1%	+$3.66K	0.11%	112
2019 Q4	$269K	Hold	13,911	–	–	0.12%	113
2019 Q3	$254K	Buy	13,911 +8,502	+157%	+$152K	0.12%	117
2019 Q2	$96K	Buy	5,409 +2,115	+64%	+$37.2K	0.05%	185
2019 Q1	$57K	Buy	3,294 +2,709	+463%	+$45.6K	0.03%	229
2018 Q4	$9K	Hold	585	–	–	0.01%	397
2018 Q3	$10K	Hold	585	–	–	0.01%	387
2018 Q2	$10K	Hold	585	–	–	0.01%	380
2018 Q1	$10K	Buy	+585	New	+$9.98K	0.01%	368

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LifePlan Financial Group's SCHD Position: Q3 2020 in Review

LifePlan Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q3 2020, buying an estimated $146K and bringing the position to 42,849 shares worth $790K. The position accounts for 0.34% of the portfolio, ranked #58.

LifePlan Financial Group first reported a position in SCHD in Q1 2018 and has held it in 11 quarters since. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

LifePlan Financial Group held 42,849 shares of Schwab US Dividend Equity ETF worth $790K as of Q3 2020.
LifePlan Financial Group bought 7,920 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $146K.
Schwab US Dividend Equity ETF made up 0.34% of LifePlan Financial Group's portfolio in Q3 2020, its #58 holding.
LifePlan Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 11 quarters since.
678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.