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Wealthspire Advisors (Maryland)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$88.8M Buy
4,819,752
+2,973,258
+161% +$54.7M 3.13% 8
2020
Q2 		$31.9M Buy
1,846,494
+299,778
+19% +$5.06M 2.28% 8
2020
Q1 		$23.2M Buy
1,546,716
+822,684
+114% +$14.8M 2.02% 10
2019
Q4 		$14M Buy
724,032
+706,665
+4,069% +$13.2M 0.94% 22
2019
Q3 		$317K Buy
+17,367
New +$311K 0.02% 337
2019
Q2 		– Sell
-10,713
Closed -$187K – 1716
2019
Q1 		$187K Buy
10,713
+4,605
+75% +$77.4K 0.01% 454
2018
Q4 		$96K Buy
6,108
+18
+0.3% +$300 0.01% 613
2018
Q3 		$108K Buy
6,090
+201
+3% +$3.48K 0.01% 655
2018
Q2 		$97K Sell
5,889
-1,743
-23% -$28.7K 0.01% 719
2018
Q1 		$125K Buy
7,632
+21
+0.3% +$358 0.01% 625
2017
Q4 		$130K Buy
7,611
+753
+11% +$12.4K 0.01% 622
2017
Q3 		$107K Buy
6,858
+12
+0.2% +$183 0.01% 680
2017
Q2 		$103K Buy
6,846
+1,716
+33% +$25.7K 0.01% 687
2017
Q1 		$76K Hold
5,130
– – 0.01% 680
2016
Q4 		$75K Sell
5,130
-348
-6% -$4.94K 0.01% 666
2016
Q3 		$77K Sell
5,478
-342
-6% -$4.83K 0.01% 651
2016
Q2 		$80K Sell
5,820
-3,447
-37% -$46.5K 0.01% 591
2016
Q1 		$124K Sell
9,267
-759
-8% -$9.62K 0.02% 477
2015
Q4 		$129K Buy
+10,026
New +$129K 0.02% 469

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Schwab US Dividend Equity ETF (SCHD) stake by 161% in Q3 2020, buying an estimated $54.7M and bringing the position to 4,819,752 shares worth $88.8M. The position accounts for 3.13% of the portfolio, ranked #8.

Wealthspire Advisors (Maryland) first reported a position in SCHD in Q4 2015 and has held it in 19 quarters since. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,819,752 shares of Schwab US Dividend Equity ETF worth $88.8M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,973,258 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $54.7M.
  • Schwab US Dividend Equity ETF made up 3.13% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #8 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and has held it in 19 quarters since.
  • 678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.