Rinet Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rinet Company’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	$27.1M	Buy	1,096,905 +98,694	+10%	+$2.51M	5.12%	5
2021 Q2	$25.2M	Buy	998,211 +198,039	+25%	+$5M	4.7%	6
2021 Q1	$19.4M	Buy	+800,172	New	+$18.2M	3.98%	7

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rinet Company's SCHD Position: Q3 2021 in Review

Rinet Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 9.9% in Q3 2021, buying an estimated $2.51M and bringing the position to 1,096,905 shares worth $27.1M. The position accounts for 5.12% of the portfolio, ranked #5.

Rinet Company first reported a position in SCHD in Q1 2021 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Rinet Company held 1,096,905 shares of Schwab US Dividend Equity ETF worth $27.1M as of Q3 2021.
Rinet Company bought 98,694 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $2.51M.
Schwab US Dividend Equity ETF made up 5.12% of Rinet Company's portfolio in Q3 2021, its #5 holding.
Rinet Company first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 3 quarters since.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.