Mid Atlantic Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mid Atlantic Financial 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	$1.04M	Sell	42,093 -171	-0.4%	-$4.35K	0.07%	244
2021 Q2	$1.06M	Sell	42,264 -78	-0.2%	-$1.97K	0.07%	236
2021 Q1	$1.03M	Buy	42,342 +1,902	+5%	+$43.3K	0.08%	230
2020 Q4	$865K	Buy	40,440 +6,759	+20%	+$137K	0.07%	256
2020 Q3	$682K	Sell	33,681 -1,326	-4%	-$24.4K	0.06%	287
2020 Q2	$604K	Sell	35,007 -6,033	-15%	-$102K	0.06%	287
2020 Q1	$615K	Buy	41,040 +6,348	+18%	+$114K	0.07%	257
2019 Q4	$670K	Buy	34,692 +5,580	+19%	+$105K	0.06%	311
2019 Q3	$532K	Sell	29,112 -5,685	-16%	-$102K	0.06%	337
2019 Q2	$616K	Sell	34,797 -3,006	-8%	-$52.9K	0.06%	318
2019 Q1	$659K	Buy	37,803 +5,499	+17%	+$92.5K	0.07%	303
2018 Q4	$506K	Buy	+32,304	New	+$538K	0.06%	325

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

Mid Atlantic Financial Management's SCHD Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.4% in Q3 2021, selling an estimated $4.35K and leaving 42,093 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #244.

Mid Atlantic Financial Management first reported a position in SCHD in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.06M in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Mid Atlantic Financial Management held 42,093 shares of Schwab US Dividend Equity ETF worth $1.04M as of Q3 2021.
Mid Atlantic Financial Management sold 171 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $4.35K.
Schwab US Dividend Equity ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #244 holding.
Mid Atlantic Financial Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Schwab US Dividend Equity ETF position peaked at $1.06M in Q2 2021.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.