Rikoon Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rikoon Group’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	$416K	Hold	17,124	–	–	0.11%	152
2020 Q4	$366K	Hold	17,124	–	–	0.1%	164
2020 Q3	$316K	Hold	17,124	–	–	0.1%	163
2020 Q2	$295K	Hold	17,124	–	–	0.1%	168
2020 Q1	$257K	Hold	17,124	–	–	0.11%	155
2019 Q4	$331K	Hold	17,124	–	–	0.11%	158
2019 Q3	$313K	Hold	17,124	–	–	0.12%	157
2019 Q2	$305K	Hold	17,124	–	–	0.11%	157
2019 Q1	$298K	Hold	17,124	–	–	0.11%	161
2018 Q4	$268K	Buy	17,124 +438	+3%	+$7.3K	0.11%	157
2018 Q3	$294K	Buy	+16,686	New	+$289K	0.1%	170

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Rikoon Group's SCHD Position: Q1 2021 in Review

Rikoon Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2021 at 17,124 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #152.

Rikoon Group first reported a position in SCHD in Q3 2018 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

Rikoon Group held 17,124 shares of Schwab US Dividend Equity ETF worth $416K as of Q1 2021.
Rikoon Group left its Schwab US Dividend Equity ETF share count unchanged in Q1 2021.
Schwab US Dividend Equity ETF made up 0.11% of Rikoon Group's portfolio in Q1 2021, its #152 holding.
Rikoon Group first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 11 quarters since.
853 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.