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

Professional Planning’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 		$465K Buy
18,807
+5,400
+40% +$137K 0.22% 69
2021
Q2 		$337K Buy
+13,407
New +$339K 0.15% 96

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Professional Planning's SCHD Position: Q3 2021 in Review

Professional Planning increased its Schwab US Dividend Equity ETF (SCHD) stake by 40% in Q3 2021, buying an estimated $137K and bringing the position to 18,807 shares worth $465K. The position accounts for 0.22% of the portfolio, ranked #69.

Professional Planning first reported a position in SCHD in Q2 2021 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

  • Professional Planning held 18,807 shares of Schwab US Dividend Equity ETF worth $465K as of Q3 2021.
  • Professional Planning bought 5,400 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $137K.
  • Schwab US Dividend Equity ETF made up 0.22% of Professional Planning's portfolio in Q3 2021, its #69 holding.
  • Professional Planning first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 2 quarters since.
  • 927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.