LHC
SCHD icon

Little House Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Little House Capital’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
2019
Q2 		– Sell
-900
Closed -$15K – 239
2019
Q1 		$15K Buy
+900
New +$15.1K 0.01% 226

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
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Little House Capital's SCHD Position: Q2 2019 in Review

Little House Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2019, closing a stake of 900 shares — an estimated $15K sold.

Little House Capital first reported a position in SCHD in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 521 funds tracked by Wall St. Rank hold SCHD as of Q2 2019.

  • Little House Capital reported no remaining Schwab US Dividend Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Little House Capital sold 900 Schwab US Dividend Equity ETF shares in Q2 2019, an estimated $15K.
  • Little House Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and held it in 1 quarter.
  • Little House Capital's Schwab US Dividend Equity ETF position peaked at $15K in Q1 2019.
  • 521 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2019.

Based on Little House Capital's 13F filing for Q2 2019, filed 14 Aug 2019.