Wealthstreet Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-123,714	Closed	-$3.01M	–	276
2021 Q1	$3.01M	Buy	123,714 +15,450	+14%	+$351K	0.29%	79
2020 Q4	$2.31M	Buy	108,264 +59,505	+122%	+$1.21M	0.23%	98
2020 Q3	$899K	Buy	+48,759	New	+$897K	0.1%	160

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's SCHD Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2021, closing a stake of 123,714 shares — an estimated $3.01M sold.

Wealthstreet Investment Advisors first reported a position in SCHD in Q3 2020 and held it in 3 quarters. The position peaked at $3.01M in Q1 2021. 911 funds tracked by Wall St. Rank hold SCHD as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 123,714 Schwab US Dividend Equity ETF shares in Q2 2021, an estimated $3.01M.
Wealthstreet Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and held it in 3 quarters.
Wealthstreet Investment Advisors's Schwab US Dividend Equity ETF position peaked at $3.01M in Q1 2021.
911 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.