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Aris Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aris Wealth Services’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
Q3 		$43K Hold
3,600
– – 0.09% 95
2015
Q2 		$46K Hold
3,600
– – 0.04% 223
2015
Q1 		$47K Buy
+3,600
New +$47.8K 0.04% 222

Other funds holding SCHD

HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aris Wealth Services's SCHD Position: Q3 2015 in Review

Aris Wealth Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2015 at 3,600 shares worth $43K. The position accounts for 0.09% of the portfolio, ranked #95.

Aris Wealth Services first reported a position in SCHD in Q1 2015 and has held it in 3 quarters since. The position peaked at $47K in Q1 2015. 157 funds tracked by Wall St. Rank hold SCHD as of Q3 2015.

  • Aris Wealth Services held 3,600 shares of Schwab US Dividend Equity ETF worth $43K as of Q3 2015.
  • Aris Wealth Services left its Schwab US Dividend Equity ETF share count unchanged in Q3 2015.
  • Schwab US Dividend Equity ETF made up 0.09% of Aris Wealth Services's portfolio in Q3 2015, its #95 holding.
  • Aris Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Schwab US Dividend Equity ETF position peaked at $47K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.