SVA Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SVA Wealth Management’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 Q4	$6.99M	Sell	326,814 -41,919	-11%	-$850K	0.61%	32
2020 Q3	$6.8M	Buy	368,733 +24,630	+7%	+$453K	0.67%	32
2020 Q2	$5.94M	Buy	344,103 +27,423	+9%	+$463K	0.63%	37
2020 Q1	$4.75M	Sell	316,680 -72,228	-19%	-$1.3M	0.54%	39
2019 Q4	$7.51M	Sell	388,908 -1,848	-0.5%	-$34.6K	0.69%	28
2019 Q3	$7.13M	Buy	390,756 +25,032	+7%	+$448K	0.7%	27
2019 Q2	$6.47M	Sell	365,724 -13,458	-4%	-$237K	0.64%	31
2019 Q1	$6.61M	Sell	379,182 -32,349	-8%	-$544K	0.64%	38
2018 Q4	$6.44M	Buy	411,531 +3,147	+0.8%	+$52.4K	0.72%	35
2018 Q3	$7.21M	Sell	408,384 -7,620	-2%	-$132K	0.73%	36
2018 Q2	$6.83M	Sell	416,004 -37,890	-8%	-$624K	0.74%	37
2018 Q1	$7.08M	Sell	453,894 -19,332	-4%	-$330K	0.88%	30
2017 Q4	$8.07M	Buy	473,226 +19,332	+4%	+$318K	0.95%	25
2017 Q3	$7.08M	Buy	453,894 +17,115	+4%	+$262K	0.88%	30
2017 Q2	$6.57M	Sell	436,779 -6,825	-2%	-$102K	0.85%	34
2017 Q1	$6.59M	Buy	443,604 +19,023	+4%	+$280K	0.89%	34
2016 Q4	$6.17M	Buy	424,581 +75,156	+22%	+$1.07M	0.92%	32
2016 Q3	$4.93M	Buy	349,425 +16,569	+5%	+$234K	0.77%	44
2016 Q2	$4.6M	Buy	332,856 +12,051	+4%	+$162K	0.74%	42
2016 Q1	$4.29M	Buy	320,805 +8,133	+3%	+$103K	0.71%	45
2015 Q4	$4.02M	Buy	312,672 +9,453	+3%	+$122K	0.7%	45
2015 Q3	$3.63M	Buy	303,219 +2,709	+0.9%	+$33.8K	0.68%	52
2015 Q2	$3.84M	Buy	300,510 +7,650	+3%	+$101K	0.71%	50
2015 Q1	$3.85M	Buy	292,860 +96,861	+49%	+$1.29M	0.7%	53
2014 Q4	$2.6M	Buy	195,999 +18,921	+11%	+$248K	0.95%	27
2014 Q3	$2.28M	Buy	177,078 +6,282	+4%	+$80.7K	0.97%	29
2014 Q2	$2.18M	Buy	170,796 +24,669	+17%	+$309K	0.93%	29
2014 Q1	$1.79M	Buy	146,127 +33,585	+30%	+$403K	0.85%	28
2013 Q4	$1.38M	Buy	+112,542	New	+$1.33M	0.82%	31

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVA Wealth Management's SCHD Position: Q4 2020 in Review

SVA Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q4 2020, selling an estimated $850K and leaving 326,814 shares worth $6.99M. The position accounts for 0.61% of the portfolio, ranked #32.

SVA Wealth Management first reported a position in SCHD in Q4 2013 and has held it in 29 quarters since. The position peaked at $8.07M in Q4 2017. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

SVA Wealth Management held 326,814 shares of Schwab US Dividend Equity ETF worth $6.99M as of Q4 2020.
SVA Wealth Management sold 41,919 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $850K.
Schwab US Dividend Equity ETF made up 0.61% of SVA Wealth Management's portfolio in Q4 2020, its #32 holding.
SVA Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 29 quarters since.
SVA Wealth Management's Schwab US Dividend Equity ETF position peaked at $8.07M in Q4 2017.
777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.