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BB&T Investment Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

BB&T Investment 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
2017
Q4 		$103K Sell
6,024
-228
-4% -$3.75K 0.02% 399
2017
Q3 		$98K Sell
6,252
-114
-2% -$1.74K 0.02% 372
2017
Q2 		$96K Sell
6,366
-930
-13% -$14K 0.02% 330
2017
Q1 		$109K Hold
7,296
– – 0.04% 256
2016
Q4 		$106K Buy
+7,296
New +$104K 0.08% 202

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 $4.02B AUM 20% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
WMA
White Mountains Advisors Guilford, Connecticut $84.7M AUM 12.82% 1-Year Est. Return

BB&T Investment Services's SCHD Position: Q4 2017 in Review

BB&T Investment Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q4 2017, selling an estimated $3.75K and leaving 6,024 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #399.

BB&T Investment Services first reported a position in SCHD in Q4 2016 and has held it in 5 quarters since. The position peaked at $109K in Q1 2017. 393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

  • BB&T Investment Services held 6,024 shares of Schwab US Dividend Equity ETF worth $103K as of Q4 2017.
  • BB&T Investment Services sold 228 Schwab US Dividend Equity ETF shares in Q4 2017, an estimated $3.75K.
  • Schwab US Dividend Equity ETF made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #399 holding.
  • BB&T Investment Services first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Schwab US Dividend Equity ETF position peaked at $109K in Q1 2017.
  • 393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.