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Bahl & Gaynor’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bahl & Gaynor’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
-20,100
Closed -$329K – 386
2018
Q1 		$329K Buy
20,100
+7,275
+57% +$124K ﹤0.01% 362
2017
Q4 		$219K Buy
+12,825
New +$211K ﹤0.01% 388

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

Bahl & Gaynor's SCHD Position: Q2 2018 in Review

Bahl & Gaynor sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2018, closing a stake of 20,100 shares — an estimated $329K sold.

Bahl & Gaynor first reported a position in SCHD in Q4 2017 and held it in 2 quarters. The position peaked at $329K in Q1 2018. 415 funds tracked by Wall St. Rank hold SCHD as of Q2 2018.

  • Bahl & Gaynor reported no remaining Schwab US Dividend Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Bahl & Gaynor sold 20,100 Schwab US Dividend Equity ETF shares in Q2 2018, an estimated $329K.
  • Bahl & Gaynor first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 2 quarters.
  • Bahl & Gaynor's Schwab US Dividend Equity ETF position peaked at $329K in Q1 2018.
  • 415 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2018.

Based on Bahl & Gaynor's 13F filing for Q2 2018, filed 14 Aug 2018.