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Winslow Evans & Crocker’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Winslow Evans & Crocker’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 		$63K Buy
2,985
+300
+11% +$6.08K 0.01% 545
2020
Q3 		$49K Hold
2,685
– – 0.01% 462
2020
Q2 		$46K Sell
2,685
-3
-0.1% -$51 0.01% 477
2020
Q1 		$42K Hold
2,688
– – 0.01% 455
2019
Q4 		$52K Hold
2,688
– – 0.01% 497
2019
Q3 		$50K Hold
2,688
– – 0.01% 501
2019
Q2 		$48K Sell
2,688
-600
-18% -$10.6K 0.01% 516
2019
Q1 		$58K Buy
3,288
+588
+22% +$9.89K 0.02% 468
2018
Q4 		$44K Hold
2,700
– – 0.01% 477
2018
Q3 		$48K Hold
2,700
– – 0.01% 492
2018
Q2 		$46K Hold
2,700
– – 0.01% 517
2018
Q1 		$44.1K Hold
2,700
– – 0.01% 507
2017
Q4 		$46.1K Hold
2,700
– – 0.01% 510
2017
Q3 		$42.1K Sell
2,700
-900
-25% -$13.8K 0.01% 516
2017
Q2 		$54.1K Hold
3,600
– – 0.01% 543
2017
Q1 		$53.5K Buy
3,600
+300
+9% +$4.42K 0.02% 523
2016
Q4 		$47.9K Hold
3,300
– – 0.01% 547
2016
Q3 		$46.5K Buy
3,300
+1,722
+109% +$24.3K 0.01% 552
2016
Q2 		$21.8K Buy
1,578
+903
+134% +$12.2K 0.01% 684
2016
Q1 		$9.02K Sell
675
-3
-0.4% -$38 ﹤0.01% 902
2015
Q4 		$8.68K Hold
678
– – ﹤0.01% 943
2015
Q3 		$8.09K Hold
678
– – ﹤0.01% 936
2015
Q2 		$8.62K Buy
+678
New +$8.97K ﹤0.01% 962

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 $52B AUM 24.53% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winslow Evans & Crocker's SCHD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q4 2020, buying an estimated $6.08K and bringing the position to 2,985 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #545.

Winslow Evans & Crocker first reported a position in SCHD in Q2 2015 and has held it in 23 quarters since. 777 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

  • Winslow Evans & Crocker held 2,985 shares of Schwab US Dividend Equity ETF worth $63K as of Q4 2020.
  • Winslow Evans & Crocker bought 300 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $6.08K.
  • Schwab US Dividend Equity ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #545 holding.
  • Winslow Evans & Crocker first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and has held it in 23 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.