Sowa Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sowa Financial Group’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 Q1	–	Sell	-867	Closed	-$19K	–	194
2020 Q4	$19K	Hold	867	–	–	0.01%	191
2020 Q3	$16K	Hold	867	–	–	0.01%	195
2020 Q2	$15K	Hold	867	–	–	0.01%	197
2020 Q1	$13K	Hold	867	–	–	0.01%	190
2019 Q4	$17K	Buy	+867	New	+$16.2K	0.01%	188

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

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

OWM

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Sowa Financial Group's SCHD Position: Q1 2021 in Review

Sowa Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2021, closing a stake of 867 shares — an estimated $19K sold.

Sowa Financial Group first reported a position in SCHD in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2020. 853 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

Sowa Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 867 Schwab US Dividend Equity ETF shares in Q1 2021, an estimated $19K.
Sowa Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's Schwab US Dividend Equity ETF position peaked at $19K in Q4 2020.
853 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.