Pacific Edge Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pacific Edge Advisors’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	$2.86M	Sell	115,530 -6,060	-5%	-$154K	1.39%	17
2021 Q2	$3.06M	Sell	121,590 -13,950	-10%	-$352K	1.59%	13
2021 Q1	$3.29M	Sell	135,540 -22,650	-14%	-$515K	1.59%	14
2020 Q4	$3.38M	Sell	158,190 -24,600	-13%	-$499K	1.76%	14
2020 Q3	$3.37M	Sell	182,790 -10,500	-5%	-$193K	1.94%	14
2020 Q2	$3.33M	Buy	193,290 +69,600	+56%	+$1.18M	1.97%	14
2020 Q1	$1.85M	Buy	123,690 +28,890	+30%	+$519K	1.32%	13
2019 Q4	$1.83M	Sell	94,800 -330	-0.3%	-$6.18K	1.12%	17
2019 Q3	$1.74M	Sell	95,130 -150	-0.2%	-$2.69K	1.14%	17
2019 Q2	$1.69M	Sell	95,280 -17,190	-15%	-$302K	1.11%	18
2019 Q1	$1.96M	Sell	112,470 -1,500	-1%	-$25.2K	1.19%	18
2018 Q4	$1.78M	Sell	113,970 -30,720	-21%	-$512K	1.14%	19
2018 Q3	$2.56M	Sell	144,690 -4,770	-3%	-$82.5K	1.41%	13
2018 Q2	$2.46M	Sell	149,460 -3,600	-2%	-$59.3K	1.35%	12
2018 Q1	$2.5M	Buy	153,060 +13,350	+10%	+$228K	1.54%	12
2017 Q4	$2.38M	Buy	+139,710	New	+$2.3M	1.69%	12

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

Pacific Edge Advisors's SCHD Position: Q3 2021 in Review

Pacific Edge Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5% in Q3 2021, selling an estimated $154K and leaving 115,530 shares worth $2.86M. The position accounts for 1.39% of the portfolio, ranked #17.

Pacific Edge Advisors first reported a position in SCHD in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.38M in Q4 2020. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Pacific Edge Advisors held 115,530 shares of Schwab US Dividend Equity ETF worth $2.86M as of Q3 2021.
Pacific Edge Advisors sold 6,060 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $154K.
Schwab US Dividend Equity ETF made up 1.39% of Pacific Edge Advisors's portfolio in Q3 2021, its #17 holding.
Pacific Edge Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 16 quarters since.
Pacific Edge Advisors's Schwab US Dividend Equity ETF position peaked at $3.38M in Q4 2020.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.