NewFocus Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

NewFocus Financial Group’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 Q4	$7M	Buy	327,477 +48,300	+17%	+$979K	2.06%	10
2020 Q3	$5.15M	Buy	279,177 +47,811	+21%	+$880K	1.72%	12
2020 Q2	$3.99M	Sell	231,366 -169,347	-42%	-$2.86M	1.43%	18
2020 Q1	$6.01M	Buy	400,713 +389,517	+3,479%	+$6.99M	2.77%	10
2019 Q4	$216K	Buy	+11,196	New	+$210K	0.08%	99

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

OWM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NewFocus Financial Group's SCHD Position: Q4 2020 in Review

NewFocus Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 17% in Q4 2020, buying an estimated $979K and bringing the position to 327,477 shares worth $7M. The position accounts for 2.06% of the portfolio, ranked #10.

NewFocus Financial Group first reported a position in SCHD in Q4 2019 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

NewFocus Financial Group held 327,477 shares of Schwab US Dividend Equity ETF worth $7M as of Q4 2020.
NewFocus Financial Group bought 48,300 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $979K.
Schwab US Dividend Equity ETF made up 2.06% of NewFocus Financial Group's portfolio in Q4 2020, its #10 holding.
NewFocus Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 5 quarters since.
777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.