QCM Cayman’s Schwab US Dividend Equity ETF SCHD Stock Holding History

QCM Cayman’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 Q4	–	Sell	-11,307	Closed	-$280K	–	127
2021 Q3	$280K	Buy	+11,307	New	+$287K	0.77%	54
2020 Q4	–	Sell	-10,869	Closed	-$200K	–	307
2020 Q3	$200K	Sell	10,869 -9,789	-47%	-$180K	0.35%	147
2020 Q2	$356K	Buy	+20,658	New	+$349K	0.81%	38

Other funds holding SCHD

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 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 San Diego, California $377B AUM 19.32% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

QCM Cayman's SCHD Position: Q4 2021 in Review

QCM Cayman sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2021, closing a stake of 11,307 shares — an estimated $280K sold.

QCM Cayman first reported a position in SCHD in Q2 2020 and held it in 3 quarters. The position peaked at $356K in Q2 2020. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

QCM Cayman reported no remaining Schwab US Dividend Equity ETF position as of Q4 2021 after selling out during the quarter.
QCM Cayman sold 11,307 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $280K.
QCM Cayman first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 3 quarters.
QCM Cayman's Schwab US Dividend Equity ETF position peaked at $356K in Q2 2020.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on QCM Cayman's 13F filing for Q4 2021, filed 11 Feb 2022.