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

Reby 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
2020
Q4 		$665K Buy
+31,110
New +$631K 0.17% 34

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reby Advisors's SCHD Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2020: 31,110 shares worth $665K. The stake represents 0.17% of the portfolio and ranks #34 among its holdings.

777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

  • Reby Advisors held 31,110 shares of Schwab US Dividend Equity ETF worth $665K as of Q4 2020.
  • Schwab US Dividend Equity ETF was a new Reby Advisors position in Q4 2020.
  • Schwab US Dividend Equity ETF made up 0.17% of Reby Advisors's portfolio in Q4 2020, its #34 holding.
  • 777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.