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Efficient Market Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Efficient Market 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
Q3 		– Sell
-15
Closed – – 191
2015
Q2 		$0 Hold
15
– – ﹤0.01% 149
2015
Q1 		$0 Hold
15
– – ﹤0.01% 151
2014
Q4 		$0 Hold
15
– – ﹤0.01% 211
2014
Q3 		$0 Hold
15
– – ﹤0.01% 231
2014
Q2 		$0 Hold
15
– – ﹤0.01% 134
2014
Q1 		$0 Hold
15
– – ﹤0.01% 151
2013
Q4 		$0 Hold
15
– – ﹤0.01% 160
2013
Q3 		$0 Buy
+15
New +$169 ﹤0.01% 134

Other funds holding SCHD

HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Efficient Market Advisors's SCHD Position: Q3 2015 in Review

Efficient Market Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2015, closing a stake of 15 shares.

Efficient Market Advisors first reported a position in SCHD in Q3 2013 and held it in 8 quarters. The position peaked at $0 in Q2 2015. 157 funds tracked by Wall St. Rank hold SCHD as of Q3 2015.

  • Efficient Market Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2015 after selling out during the quarter.
  • Efficient Market Advisors sold 15 Schwab US Dividend Equity ETF shares in Q3 2015.
  • Efficient Market Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2013 and held it in 8 quarters.
  • Efficient Market Advisors's Schwab US Dividend Equity ETF position peaked at $0 in Q2 2015.
  • 157 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2015.

Based on Efficient Market Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.