MYCIO Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MYCIO Wealth Partners’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	-10,248	Closed	-$198K	–	320
2019 Q4	$198K	Sell	10,248 -18,840	-65%	-$353K	0.01%	321
2019 Q3	$531K	Buy	29,088 +15,483	+114%	+$277K	0.04%	171
2019 Q2	$241K	Buy	13,605 +6	+0%	+$106	0.02%	275
2019 Q1	$237K	Sell	13,599 -1,683	-11%	-$28.3K	0.02%	256
2018 Q4	$239K	Sell	15,282 -2,424	-14%	-$40.4K	0.02%	239
2018 Q3	$313K	Sell	17,706 -48,288	-73%	-$836K	0.03%	210
2018 Q2	$1.08M	Buy	65,994 +1,836	+3%	+$30.2K	0.11%	84
2018 Q1	$1.05M	Buy	64,158 +6,390	+11%	+$109K	0.12%	73
2017 Q4	$985K	Buy	57,768 +7,563	+15%	+$124K	0.11%	79
2017 Q3	$783K	Sell	50,205 -4,623	-8%	-$70.7K	0.09%	102
2017 Q2	$824K	Buy	54,828 +351	+0.6%	+$5.27K	0.1%	96
2017 Q1	$810K	Buy	54,477 +354	+0.7%	+$5.22K	0.1%	101
2016 Q4	$786K	Buy	54,123 +52,386	+3,016%	+$744K	0.11%	87
2016 Q3	$25K	Buy	1,737 +3	+0.2%	+$42	﹤0.01%	442
2016 Q2	$24K	Sell	1,734 -5,991	-78%	-$80.8K	﹤0.01%	433
2016 Q1	$103K	Buy	7,725 +6	+0.1%	+$76	0.02%	231
2015 Q4	$99K	Buy	7,719 +9	+0.1%	+$116	0.02%	225
2015 Q3	$92K	Buy	7,710 +6	+0.1%	+$75	0.02%	224
2015 Q2	$98K	Buy	7,704 +9	+0.1%	+$119	0.02%	220
2015 Q1	$101K	Buy	7,695 +6	+0.1%	+$80	0.02%	209
2014 Q4	$102K	Buy	7,689 +6,771	+738%	+$88.6K	0.02%	197
2014 Q3	$12K	Buy	918 +6	+0.7%	+$77	﹤0.01%	432
2014 Q2	$12K	Sell	912 -1,494	-62%	-$18.7K	﹤0.01%	447
2014 Q1	$30K	Buy	2,406 +6	+0.3%	+$72	0.01%	324
2013 Q4	$29K	Buy	+2,400	New	+$28.3K	0.01%	317

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 $52B AUM 24.53% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JIP

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

MYCIO Wealth Partners's SCHD Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 10,248 shares — an estimated $198K sold.

MYCIO Wealth Partners first reported a position in SCHD in Q4 2013 and held it in 25 quarters. The position peaked at $1.08M in Q2 2018. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

MYCIO Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 10,248 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $198K.
MYCIO Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and held it in 25 quarters.
MYCIO Wealth Partners's Schwab US Dividend Equity ETF position peaked at $1.08M in Q2 2018.
646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.