Partnervest Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Partnervest Advisory Services’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 Q3	$451K	Buy	24,459 +1,464	+6%	+$26.9K	0.14%	122
2020 Q2	$397K	Buy	22,995 +1,653	+8%	+$27.9K	0.15%	112
2020 Q1	$320K	Buy	+21,342	New	+$383K	0.14%	122

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 $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Partnervest Advisory Services's SCHD Position: Q3 2020 in Review

Partnervest Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.4% in Q3 2020, buying an estimated $26.9K and bringing the position to 24,459 shares worth $451K. The position accounts for 0.14% of the portfolio, ranked #122.

Partnervest Advisory Services first reported a position in SCHD in Q1 2020 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

Partnervest Advisory Services held 24,459 shares of Schwab US Dividend Equity ETF worth $451K as of Q3 2020.
Partnervest Advisory Services bought 1,464 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $26.9K.
Schwab US Dividend Equity ETF made up 0.14% of Partnervest Advisory Services's portfolio in Q3 2020, its #122 holding.
Partnervest Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 3 quarters since.
678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.