Price Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Price Wealth’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	$739K	Hold	40,092	–	–	0.21%	35
2020 Q2	$692K	Sell	40,092 -96,681	-71%	-$1.63M	0.2%	41
2020 Q1	$2.05M	Buy	136,773 +130,953	+2,250%	+$2.35M	0.74%	26
2019 Q4	$112K	Hold	5,820	–	–	0.03%	79
2019 Q3	$106K	Hold	5,820	–	–	0.03%	88
2019 Q2	$103K	Buy	+5,820	New	+$102K	0.03%	94

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

Price Wealth's SCHD Position: Q3 2020 in Review

Price Wealth held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2020 at 40,092 shares worth $739K. The position accounts for 0.21% of the portfolio, ranked #35.

Price Wealth first reported a position in SCHD in Q2 2019 and has held it in 6 quarters since. The position peaked at $2.05M in Q1 2020. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

Price Wealth held 40,092 shares of Schwab US Dividend Equity ETF worth $739K as of Q3 2020.
Price Wealth left its Schwab US Dividend Equity ETF share count unchanged in Q3 2020.
Schwab US Dividend Equity ETF made up 0.21% of Price Wealth's portfolio in Q3 2020, its #35 holding.
Price Wealth first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 6 quarters since.
Price Wealth's Schwab US Dividend Equity ETF position peaked at $2.05M in Q1 2020.
678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.