DWM
SCHD icon

Dynasty Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Dynasty Wealth 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
2018
Q2 		– Sell
-12,345
Closed -$202K – 81
2018
Q1 		$202K Sell
12,345
-15,600
-56% -$266K 0.08% 64
2017
Q4 		$477K Buy
+27,945
New +$459K 0.82% 30

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

Dynasty Wealth Management's SCHD Position: Q2 2018 in Review

Dynasty Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2018, closing a stake of 12,345 shares — an estimated $202K sold.

Dynasty Wealth Management first reported a position in SCHD in Q4 2017 and held it in 2 quarters. The position peaked at $477K in Q4 2017. 415 funds tracked by Wall St. Rank hold SCHD as of Q2 2018.

  • Dynasty Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 12,345 Schwab US Dividend Equity ETF shares in Q2 2018, an estimated $202K.
  • Dynasty Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 2 quarters.
  • Dynasty Wealth Management's Schwab US Dividend Equity ETF position peaked at $477K in Q4 2017.
  • 415 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2018.

Based on Dynasty Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.