SIA
SCHD icon

Starfire Investment Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Starfire Investment Advisers’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
Q2 		$2.78M Buy
161,256
+1,179
+0.7% +$19.9K 1.33% 18
2020
Q1 		$2.4M Sell
160,077
-15,912
-9% -$286K 1.32% 20
2019
Q4 		$3.4M Buy
175,989
+23,997
+16% +$450K 1.3% 21
2019
Q3 		$2.77M Buy
151,992
+11,181
+8% +$200K 1.14% 26
2019
Q2 		$2.49M Buy
140,811
+2,775
+2% +$48.8K 1.11% 26
2019
Q1 		$2.4M Buy
138,036
+22,566
+20% +$379K 1.1% 26
2018
Q4 		$1.81M Buy
115,470
+28,551
+33% +$476K 0.97% 29
2018
Q3 		$1.53M Buy
86,919
+10,692
+14% +$185K 0.76% 31
2018
Q2 		$1.25M Buy
76,227
+61,656
+423% +$1.01M 0.63% 39
2018
Q1 		$238K Buy
+14,571
New +$248K 0.12% 124

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return