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

Shine Investment Advisory Services’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 Q3	$100K	Hold	5,403	–	–	0.03%	192
2020 Q2	$93K	Hold	5,403	–	–	0.03%	205
2020 Q1	$81K	Hold	5,403	–	–	0.04%	211
2019 Q4	$104K	Hold	5,403	–	–	0.04%	204
2019 Q3	$99K	Hold	5,403	–	–	0.05%	183
2019 Q2	$96K	Hold	5,403	–	–	0.04%	190
2019 Q1	$94K	Sell	5,403 -2,100	-28%	-$35.3K	0.04%	200
2018 Q4	$117K	Buy	7,503 +2,100	+39%	+$35K	0.06%	148
2018 Q3	$95K	Hold	5,403	–	–	0.05%	190
2018 Q2	$89K	Sell	5,403 -72	-1%	-$1.19K	0.05%	199
2018 Q1	$89K	Sell	5,475 -4,323	-44%	-$73.7K	0.05%	187
2017 Q4	$167K	Hold	9,798	–	–	0.08%	110
2017 Q3	$153K	Buy	9,798 +486	+5%	+$7.43K	0.08%	110
2017 Q2	$140K	Buy	+9,312	New	+$140K	0.07%	115

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 $4.02B AUM 20% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Shine Investment Advisory Services's SCHD Position: Q3 2020 in Review

Shine Investment Advisory Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2020 at 5,403 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #192.

Shine Investment Advisory Services first reported a position in SCHD in Q2 2017 and has held it in 14 quarters since. The position peaked at $167K in Q4 2017. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

Shine Investment Advisory Services held 5,403 shares of Schwab US Dividend Equity ETF worth $100K as of Q3 2020.
Shine Investment Advisory Services left its Schwab US Dividend Equity ETF share count unchanged in Q3 2020.
Schwab US Dividend Equity ETF made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #192 holding.
Shine Investment Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Schwab US Dividend Equity ETF position peaked at $167K in Q4 2017.
678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.