Sound View Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sound View Wealth 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
2019 Q1	$594K	Buy	+34,071	New	+$573K	0.19%	122

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

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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sound View Wealth Advisors's SCHD Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2019: 34,071 shares worth $594K. The stake represents 0.19% of the portfolio and ranks #122 among its holdings.

519 funds tracked by Wall St. Rank hold SCHD as of Q1 2019.

Sound View Wealth Advisors held 34,071 shares of Schwab US Dividend Equity ETF worth $594K as of Q1 2019.
Schwab US Dividend Equity ETF was a new Sound View Wealth Advisors position in Q1 2019.
Schwab US Dividend Equity ETF made up 0.19% of Sound View Wealth Advisors's portfolio in Q1 2019, its #122 holding.
519 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.