Strategic Capital Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Capital 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	–	Sell	-50,538	Closed	-$758K	–	53
2020 Q1	$758K	Buy	50,538 +13,521	+37%	+$243K	0.92%	33
2019 Q4	$715K	Buy	37,017 +3,450	+10%	+$64.6K	0.67%	39
2019 Q3	$613K	Buy	+33,567	New	+$601K	0.68%	38

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

JIP

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

Strategic Capital Advisers's SCHD Position: Q2 2020 in Review

Strategic Capital Advisers sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 50,538 shares — an estimated $758K sold.

Strategic Capital Advisers first reported a position in SCHD in Q3 2019 and held it in 3 quarters. The position peaked at $758K in Q1 2020. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Strategic Capital Advisers reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
Strategic Capital Advisers sold 50,538 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $758K.
Strategic Capital Advisers first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and held it in 3 quarters.
Strategic Capital Advisers's Schwab US Dividend Equity ETF position peaked at $758K in Q1 2020.
648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Strategic Capital Advisers's 13F filing for Q2 2020, filed 6 Aug 2020.