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FinTrust Investment Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

FinTrust Investment Advisory Services’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
Q1 		– Sell
-19,434
Closed -$331K – 122
2017
Q4 		$331K Sell
19,434
-1,203
-6% -$19.8K 0.29% 72
2017
Q3 		$322K Buy
+20,637
New +$316K 0.31% 75

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APP
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AAC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

FinTrust Investment Advisory Services's SCHD Position: Q1 2018 in Review

FinTrust Investment Advisory Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2018, closing a stake of 19,434 shares — an estimated $331K sold.

FinTrust Investment Advisory Services first reported a position in SCHD in Q3 2017 and held it in 2 quarters. The position peaked at $331K in Q4 2017. 407 funds tracked by Wall St. Rank hold SCHD as of Q1 2018.

  • FinTrust Investment Advisory Services reported no remaining Schwab US Dividend Equity ETF position as of Q1 2018 after selling out during the quarter.
  • FinTrust Investment Advisory Services sold 19,434 Schwab US Dividend Equity ETF shares in Q1 2018, an estimated $331K.
  • FinTrust Investment Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and held it in 2 quarters.
  • FinTrust Investment Advisory Services's Schwab US Dividend Equity ETF position peaked at $331K in Q4 2017.
  • 407 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.