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Agran Libbie’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Agran Libbie’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
2015
Q2 		– Sell
-26,205
Closed -$344K – 131
2015
Q1 		$344K Buy
26,205
+6,840
+35% +$90.9K 0.08% 110
2014
Q4 		$257K Buy
+19,365
New +$253K 0.06% 117

Other funds holding SCHD

HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Agran Libbie's SCHD Position: Q2 2015 in Review

Agran Libbie sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2015, closing a stake of 26,205 shares — an estimated $344K sold.

Agran Libbie first reported a position in SCHD in Q4 2014 and held it in 2 quarters. The position peaked at $344K in Q1 2015. 149 funds tracked by Wall St. Rank hold SCHD as of Q2 2015.

  • Agran Libbie reported no remaining Schwab US Dividend Equity ETF position as of Q2 2015 after selling out during the quarter.
  • Agran Libbie sold 26,205 Schwab US Dividend Equity ETF shares in Q2 2015, an estimated $344K.
  • Agran Libbie first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and held it in 2 quarters.
  • Agran Libbie's Schwab US Dividend Equity ETF position peaked at $344K in Q1 2015.
  • 149 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2015.

Based on Agran Libbie's 13F filing for Q2 2015, filed 28 Jul 2015.