Crestone Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Crestone Asset 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
2017 Q4	–	Sell	-15,624	Closed	-$244K	–	48
2017 Q3	$244K	Hold	15,624	–	–	0.12%	42
2017 Q2	$235K	Hold	15,624	–	–	0.11%	41
2017 Q1	$232K	Hold	15,624	–	–	0.1%	38
2016 Q4	$227K	Hold	15,624	–	–	0.12%	34
2016 Q3	$220K	Hold	15,624	–	–	0.12%	22
2016 Q2	$216K	Hold	15,624	–	–	0.15%	21
2016 Q1	$209K	Buy	+15,624	New	+$198K	0.19%	26

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Crestone Asset Management's SCHD Position: Q4 2017 in Review

Crestone Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2017, closing a stake of 15,624 shares — an estimated $244K sold.

Crestone Asset Management first reported a position in SCHD in Q1 2016 and held it in 7 quarters. The position peaked at $244K in Q3 2017. 393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

Crestone Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2017 after selling out during the quarter.
Crestone Asset Management sold 15,624 Schwab US Dividend Equity ETF shares in Q4 2017, an estimated $244K.
Crestone Asset Management first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and held it in 7 quarters.
Crestone Asset Management's Schwab US Dividend Equity ETF position peaked at $244K in Q3 2017.
393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on Crestone Asset Management's 13F filing for Q4 2017, filed 12 Mar 2021.