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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIP

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

Starfire Investment Advisers's SCHD Position: Q2 2020 in Review

Starfire Investment Advisers increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.74% in Q2 2020, buying an estimated $19.9K and bringing the position to 161,256 shares worth $2.78M. The position accounts for 1.33% of the portfolio, ranked #18.

Starfire Investment Advisers first reported a position in SCHD in Q1 2018 and has held it in 10 quarters since. The position peaked at $3.4M in Q4 2019. 649 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Starfire Investment Advisers held 161,256 shares of Schwab US Dividend Equity ETF worth $2.78M as of Q2 2020.
Starfire Investment Advisers bought 1,179 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $19.9K.
Schwab US Dividend Equity ETF made up 1.33% of Starfire Investment Advisers's portfolio in Q2 2020, its #18 holding.
Starfire Investment Advisers first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 10 quarters since.
Starfire Investment Advisers's Schwab US Dividend Equity ETF position peaked at $3.4M in Q4 2019.
649 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.