CFC
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Coyle Financial Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-300
Closed -$5K – 249
2018
Q2 		$5K Buy
+300
New +$4.94K ﹤0.01% 191

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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coyle Financial Counsel's SCHD Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2018, closing a stake of 300 shares — an estimated $5K sold.

Coyle Financial Counsel first reported a position in SCHD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 430 funds tracked by Wall St. Rank hold SCHD as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Schwab US Dividend Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 300 Schwab US Dividend Equity ETF shares in Q3 2018, an estimated $5K.
  • Coyle Financial Counsel first reported a position in Schwab US Dividend Equity ETF in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Schwab US Dividend Equity ETF position peaked at $5K in Q2 2018.
  • 430 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.