Maxim Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Maxim Capital 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
2020 Q2	$564K	Sell	31,194 -131,307	-81%	-$2.22M	0.5%	25
2020 Q1	$2.44M	Buy	162,501 +23,019	+17%	+$413K	2.53%	11
2019 Q4	$2.18M	Sell	139,482 -23,712	-15%	-$444K	2.26%	13
2019 Q3	$2.98M	Buy	163,194 +11,061	+7%	+$198K	2.69%	11
2019 Q2	$2.69M	Buy	152,133 +900	+0.6%	+$15.8K	2.52%	12
2019 Q1	$2.63M	Buy	151,233 +11,751	+8%	+$198K	2.45%	12
2018 Q4	$2.18M	Buy	+139,482	New	+$2.32M	2.26%	13

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 $3.64B AUM 14.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Maxim Capital Management's SCHD Position: Q2 2020 in Review

Maxim Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 81% in Q2 2020, selling an estimated $2.22M and leaving 31,194 shares worth $564K. The position accounts for 0.5% of the portfolio, ranked #25.

Maxim Capital Management first reported a position in SCHD in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.98M in Q3 2019. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Maxim Capital Management held 31,194 shares of Schwab US Dividend Equity ETF worth $564K as of Q2 2020.
Maxim Capital Management sold 131,307 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $2.22M.
Schwab US Dividend Equity ETF made up 0.5% of Maxim Capital Management's portfolio in Q2 2020, its #25 holding.
Maxim Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's Schwab US Dividend Equity ETF position peaked at $2.98M in Q3 2019.
648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.