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

Rowland Carmichael 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	$16K	Hold	768	–	–	0.01%	342
2020 Q3	$14K	Hold	768	–	–	0.01%	321
2020 Q2	$13K	Sell	768 -405	-35%	-$6.84K	0.01%	318
2020 Q1	$18K	Hold	1,173	–	–	0.01%	292
2019 Q4	$23K	Hold	1,173	–	–	0.01%	325
2019 Q3	$21K	Hold	1,173	–	–	0.01%	328
2019 Q2	$21K	Hold	1,173	–	–	0.01%	304
2019 Q1	$20K	Hold	1,173	–	–	0.01%	300
2018 Q4	$18K	Hold	1,173	–	–	0.01%	274
2018 Q3	$21K	Sell	1,173 -75	-6%	-$1.3K	0.01%	319
2018 Q2	$21K	Buy	1,248 +75	+6%	+$1.24K	0.01%	322
2018 Q1	$19K	Sell	1,173 -369	-24%	-$6.29K	0.01%	289
2017 Q4	$26K	Hold	1,542	–	–	0.01%	295
2017 Q3	$24K	Hold	1,542	–	–	0.01%	273
2017 Q2	$23K	Hold	1,542	–	–	0.01%	267
2017 Q1	$23K	Sell	1,542 -45	-3%	-$663	0.01%	262
2016 Q4	$23K	Sell	1,587 -1,308	-45%	-$18.6K	0.01%	277
2016 Q3	$41K	Sell	2,895 -15	-0.5%	-$212	0.03%	256
2016 Q2	$40K	Sell	2,910 -45	-2%	-$607	0.03%	264
2016 Q1	$39K	Buy	+2,955	New	+$37.5K	0.04%	175

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rowland Carmichael Advisors's SCHD Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Schwab US Dividend Equity ETF (SCHD) position steady in Q4 2020 at 768 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #342.

Rowland Carmichael Advisors first reported a position in SCHD in Q1 2016 and has held it in 20 quarters since. The position peaked at $41K in Q3 2016. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

Rowland Carmichael Advisors held 768 shares of Schwab US Dividend Equity ETF worth $16K as of Q4 2020.
Rowland Carmichael Advisors left its Schwab US Dividend Equity ETF share count unchanged in Q4 2020.
Schwab US Dividend Equity ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #342 holding.
Rowland Carmichael Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Schwab US Dividend Equity ETF position peaked at $41K in Q3 2016.
777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.