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Camarda Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Camarda Financial 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
2015
Q1 		– Sell
-3,576
Closed -$48K – 282
2014
Q4 		$48K Buy
+3,576
New +$46.8K 0.03% 132

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HB
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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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Camarda Financial Advisors's SCHD Position: Q1 2015 in Review

Camarda Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2015, closing a stake of 3,576 shares — an estimated $48K sold.

Camarda Financial Advisors first reported a position in SCHD in Q4 2014 and held it in 1 quarter. The position peaked at $48K in Q4 2014. 153 funds tracked by Wall St. Rank hold SCHD as of Q1 2015.

  • Camarda Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2015 after selling out during the quarter.
  • Camarda Financial Advisors sold 3,576 Schwab US Dividend Equity ETF shares in Q1 2015, an estimated $48K.
  • Camarda Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and held it in 1 quarter.
  • Camarda Financial Advisors's Schwab US Dividend Equity ETF position peaked at $48K in Q4 2014.
  • 153 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2015.

Based on Camarda Financial Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.