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Armbruster Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Armbruster Capital Management’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
2018
Q2 		– Sell
-855
Closed -$14K – 172
2018
Q1 		$14K Buy
855
+165
+24% +$2.81K 0.01% 177
2017
Q4 		$12K Sell
690
-690
-50% -$11.3K 0.01% 192
2017
Q3 		$22K Hold
1,380
– – 0.01% 164
2017
Q2 		$21K Buy
1,380
+240
+21% +$3.6K 0.01% 173
2017
Q1 		$17K Buy
1,140
+225
+25% +$3.32K 0.01% 185
2016
Q4 		$13K Buy
915
+105
+13% +$1.49K 0.01% 206
2016
Q3 		$11K Buy
810
+300
+59% +$4.24K 0.01% 208
2016
Q2 		$7K Hold
510
– – ﹤0.01% 226
2016
Q1 		$7K Hold
510
– – ﹤0.01% 254
2015
Q4 		$7K Buy
+510
New +$6.57K 0.01% 245

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Armbruster Capital Management's SCHD Position: Q2 2018 in Review

Armbruster Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2018, closing a stake of 855 shares — an estimated $14K sold.

Armbruster Capital Management first reported a position in SCHD in Q4 2015 and held it in 10 quarters. The position peaked at $22K in Q3 2017. 415 funds tracked by Wall St. Rank hold SCHD as of Q2 2018.

  • Armbruster Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 855 Schwab US Dividend Equity ETF shares in Q2 2018, an estimated $14K.
  • Armbruster Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and held it in 10 quarters.
  • Armbruster Capital Management's Schwab US Dividend Equity ETF position peaked at $22K in Q3 2017.
  • 415 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.