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Sullivan, Bruyette, Speros & Blaney’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$112K Buy
+4,599
New +$105K ﹤0.01% 399
2020
Q1 		– Sell
-6,576
Closed -$127K – 337
2019
Q4 		$127K Buy
6,576
+30
+0.5% +$562 0.01% 308
2019
Q3 		$120K Buy
+6,546
New +$117K 0.01% 306

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CSIA
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JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
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

Sullivan, Bruyette, Speros & Blaney's SCHD Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2021: 4,599 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Sullivan, Bruyette, Speros & Blaney previously reported a position in SCHD as recently as Q4 2019.

Sullivan, Bruyette, Speros & Blaney first reported a position in SCHD in Q3 2019 and has held it in 3 quarters since. The position peaked at $127K in Q4 2019. 853 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 4,599 shares of Schwab US Dividend Equity ETF worth $112K as of Q1 2021.
  • Schwab US Dividend Equity ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #399 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Schwab US Dividend Equity ETF in Q3 2019 and has held it in 3 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's Schwab US Dividend Equity ETF position peaked at $127K in Q4 2019.
  • 853 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.