Nachman Norwood & Parrott’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.4M	Buy	55,719 +16,599	+42%	+$419K	0.14%	102
2021 Q1	$951K	Buy	39,120 +1,782	+5%	+$40.5K	0.1%	128
2020 Q4	$798K	Buy	37,338 +5,352	+17%	+$109K	0.09%	134
2020 Q3	$590K	Buy	31,986 +3,954	+14%	+$72.8K	0.08%	143
2020 Q2	$484K	Sell	28,032 -1,737	-6%	-$29.3K	0.08%	155
2020 Q1	$446K	Buy	+29,769	New	+$534K	0.09%	146

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Nachman Norwood & Parrott's SCHD Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Schwab US Dividend Equity ETF (SCHD) stake by 42% in Q2 2021, buying an estimated $419K and bringing the position to 55,719 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #102.

Nachman Norwood & Parrott first reported a position in SCHD in Q1 2020 and has held it in 6 quarters since. 911 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

Nachman Norwood & Parrott held 55,719 shares of Schwab US Dividend Equity ETF worth $1.4M as of Q2 2021.
Nachman Norwood & Parrott bought 16,599 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $419K.
Schwab US Dividend Equity ETF made up 0.14% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #102 holding.
Nachman Norwood & Parrott first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 6 quarters since.
911 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.