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

Lighthouse Financial 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
2020
Q1 		– Sell
-4,323
Closed -$83K – 231
2019
Q4 		$83K Buy
+4,323
New +$81K 0.04% 105

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LPL Financial
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AAIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
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JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Lighthouse Financial Advisors's SCHD Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 4,323 shares — an estimated $83K sold.

Lighthouse Financial Advisors first reported a position in SCHD in Q4 2019 and held it in 1 quarter. The position peaked at $83K in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 4,323 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $83K.
  • Lighthouse Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Schwab US Dividend Equity ETF position peaked at $83K in Q4 2019.
  • 646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.