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Professional Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Professional Financial 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
Q1 		– Sell
-75
Closed -$2K – 396
2020
Q4 		$2K Buy
+75
New +$1.52K ﹤0.01% 333

Other funds holding SCHD

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Professional Financial Advisors's SCHD Position: Q1 2021 in Review

Professional Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2021, closing a stake of 75 shares — an estimated $2K sold.

Professional Financial Advisors first reported a position in SCHD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 853 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

  • Professional Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 75 Schwab US Dividend Equity ETF shares in Q1 2021, an estimated $2K.
  • Professional Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 1 quarter.
  • Professional Financial Advisors's Schwab US Dividend Equity ETF position peaked at $2K in Q4 2020.
  • 853 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

Based on Professional Financial Advisors's 13F filing for Q1 2021, filed 5 May 2021.