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Waldron Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Waldron Private Wealth’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
-28,635
Closed -$429K – 272
2020
Q1 		$429K Buy
+28,635
New +$514K 0.05% 151

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APP
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UBS Group
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Bank of America
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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 $1.09B AUM 11.74% 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

Waldron Private Wealth's SCHD Position: Q2 2020 in Review

Waldron Private Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2020, closing a stake of 28,635 shares — an estimated $429K sold.

Waldron Private Wealth first reported a position in SCHD in Q1 2020 and held it in 1 quarter. The position peaked at $429K in Q1 2020. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

  • Waldron Private Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Waldron Private Wealth sold 28,635 Schwab US Dividend Equity ETF shares in Q2 2020, an estimated $429K.
  • Waldron Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 1 quarter.
  • Waldron Private Wealth's Schwab US Dividend Equity ETF position peaked at $429K in Q1 2020.
  • 648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Waldron Private Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.