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

Arcadia 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
2019
Q1 		– Sell
-1,785
Closed -$27.9K – 70
2018
Q4 		$27.9K Buy
+1,785
New +$29.7K 0.02% 47

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UBS Group
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JIP
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AAIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
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AllianceBernstein
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Arcadia Investment Advisors's SCHD Position: Q1 2019 in Review

Arcadia Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2019, closing a stake of 1,785 shares — an estimated $27.9K sold.

Arcadia Investment Advisors first reported a position in SCHD in Q4 2018 and held it in 1 quarter. The position peaked at $27.9K in Q4 2018. 519 funds tracked by Wall St. Rank hold SCHD as of Q1 2019.

  • Arcadia Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Arcadia Investment Advisors sold 1,785 Schwab US Dividend Equity ETF shares in Q1 2019, an estimated $27.9K.
  • Arcadia Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 1 quarter.
  • Arcadia Investment Advisors's Schwab US Dividend Equity ETF position peaked at $27.9K in Q4 2018.
  • 519 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2019.

Based on Arcadia Investment Advisors's 13F filing for Q1 2019, filed 19 Dec 2024.