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Portfolio Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Portfolio Solutions’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 		– Sell
-23,727
Closed -$577K – 49
2021
Q1 		$577K Buy
+23,727
New +$540K 0.07% 24

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CSIA
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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

Portfolio Solutions's SCHD Position: Q2 2021 in Review

Portfolio Solutions sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2021, closing a stake of 23,727 shares — an estimated $577K sold.

Portfolio Solutions first reported a position in SCHD in Q1 2021 and held it in 1 quarter. The position peaked at $577K in Q1 2021. 910 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

  • Portfolio Solutions reported no remaining Schwab US Dividend Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Portfolio Solutions sold 23,727 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $577K.
  • Portfolio Solutions first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and held it in 1 quarter.
  • Portfolio Solutions's Schwab US Dividend Equity ETF position peaked at $577K in Q1 2021.
  • 910 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Portfolio Solutions's 13F filing for Q2 2021, filed 9 Aug 2021.