NFP
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Novak Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Novak Financial Planning’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 		$3.23M Buy
128,139
+20,097
+19% +$507K 1.58% 17
2021
Q1 		$2.63M Buy
108,042
+2,316
+2% +$52.7K 1.44% 20
2020
Q4 		$2.26M Buy
+105,726
New +$2.14M 1.33% 23

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Novak Financial Planning's SCHD Position: Q2 2021 in Review

Novak Financial Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 19% in Q2 2021, buying an estimated $507K and bringing the position to 128,139 shares worth $3.23M. The position accounts for 1.58% of the portfolio, ranked #17.

Novak Financial Planning first reported a position in SCHD in Q4 2020 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

  • Novak Financial Planning held 128,139 shares of Schwab US Dividend Equity ETF worth $3.23M as of Q2 2021.
  • Novak Financial Planning bought 20,097 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $507K.
  • Schwab US Dividend Equity ETF made up 1.58% of Novak Financial Planning's portfolio in Q2 2021, its #17 holding.
  • Novak Financial Planning first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.