RPG Investment Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RPG Investment Advisory’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	-420	Closed	-$10K	–	281
2021 Q3	$10K	Hold	420	–	–	﹤0.01%	217
2021 Q2	$11K	Hold	420	–	–	﹤0.01%	215
2021 Q1	$10K	Hold	420	–	–	﹤0.01%	221
2020 Q4	$9K	Hold	420	–	–	﹤0.01%	212
2020 Q3	$8K	Hold	420	–	–	﹤0.01%	204
2020 Q2	$7K	Hold	420	–	–	﹤0.01%	220
2020 Q1	$6K	Hold	420	–	–	﹤0.01%	199
2019 Q4	$8K	Hold	420	–	–	﹤0.01%	193
2019 Q3	$8K	Hold	420	–	–	﹤0.01%	184
2019 Q2	$7K	Hold	420	–	–	﹤0.01%	197
2019 Q1	$7K	Hold	420	–	–	﹤0.01%	217
2018 Q4	$7K	Buy	+420	New	+$7K	﹤0.01%	209

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

RPG Investment Advisory's SCHD Position: Q4 2021 in Review

RPG Investment Advisory sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2021, closing a stake of 420 shares — an estimated $10K sold.

RPG Investment Advisory first reported a position in SCHD in Q4 2018 and held it in 12 quarters. The position peaked at $11K in Q2 2021. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

RPG Investment Advisory reported no remaining Schwab US Dividend Equity ETF position as of Q4 2021 after selling out during the quarter.
RPG Investment Advisory sold 420 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $10K.
RPG Investment Advisory first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 12 quarters.
RPG Investment Advisory's Schwab US Dividend Equity ETF position peaked at $11K in Q2 2021.
1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.