Sonora Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sonora Investment Management’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	$121K	Buy	4,908 +3,525	+255%	+$89.6K	0.02%	277
2021 Q2	$35K	Buy	1,383 +408	+42%	+$10.3K	﹤0.01%	460
2021 Q1	$24K	Sell	975 -8,088	-89%	-$184K	﹤0.01%	892
2020 Q4	$194K	Buy	9,063 +6,588	+266%	+$134K	0.02%	301
2020 Q3	$46K	Buy	2,475 +1,500	+154%	+$27.6K	﹤0.01%	616
2020 Q2	$17K	Sell	975 -600	-38%	-$10.1K	﹤0.01%	858
2020 Q1	$24K	Buy	1,575 +600	+62%	+$10.8K	﹤0.01%	701
2019 Q4	$19K	Sell	975 -918	-48%	-$17.2K	﹤0.01%	922
2019 Q3	$35K	Buy	1,893 +918	+94%	+$16.4K	﹤0.01%	638
2019 Q2	$17K	Buy	975 +372	+62%	+$6.54K	﹤0.01%	942
2019 Q1	$10K	Sell	603 -1,497	-71%	-$25.2K	﹤0.01%	1038
2018 Q4	$33K	Buy	2,100 +1,500	+250%	+$25K	﹤0.01%	475
2018 Q3	$11K	Hold	600	–	–	﹤0.01%	827
2018 Q2	$10K	Hold	600	–	–	﹤0.01%	810
2018 Q1	$9.81K	Hold	600	–	–	﹤0.01%	818
2017 Q4	$10.2K	Hold	600	–	–	﹤0.01%	794
2017 Q3	$9.36K	Buy	+600	New	+$9.18K	﹤0.01%	743
2016 Q2	–	Sell	-2,703	Closed	-$36.3K	–	921
2016 Q1	$36.3K	Buy	+2,703	New	+$34.3K	0.01%	329

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

Sonora Investment Management's SCHD Position: Q3 2021 in Review

Sonora Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 255% in Q3 2021, buying an estimated $89.6K and bringing the position to 4,908 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #277.

Sonora Investment Management first reported a position in SCHD in Q1 2016 and has held it in 18 quarters since. The position peaked at $194K in Q4 2020. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Sonora Investment Management held 4,908 shares of Schwab US Dividend Equity ETF worth $121K as of Q3 2021.
Sonora Investment Management bought 3,525 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $89.6K.
Schwab US Dividend Equity ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #277 holding.
Sonora Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and has held it in 18 quarters since.
Sonora Investment Management's Schwab US Dividend Equity ETF position peaked at $194K in Q4 2020.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.