First Interstate Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Interstate Bank’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
2016 Q1	–	Sell	-1,467	Closed	-$19K	–	777
2015 Q4	$19K	Hold	1,467	–	–	﹤0.01%	486
2015 Q3	$18K	Buy	+1,467	New	+$18.3K	﹤0.01%	511

Other funds holding SCHD

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Interstate Bank's SCHD Position: Q1 2016 in Review

First Interstate Bank sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2016, closing a stake of 1,467 shares — an estimated $19K sold.

First Interstate Bank first reported a position in SCHD in Q3 2015 and held it in 2 quarters. The position peaked at $19K in Q4 2015. 195 funds tracked by Wall St. Rank hold SCHD as of Q1 2016.

First Interstate Bank reported no remaining Schwab US Dividend Equity ETF position as of Q1 2016 after selling out during the quarter.
First Interstate Bank sold 1,467 Schwab US Dividend Equity ETF shares in Q1 2016, an estimated $19K.
First Interstate Bank first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and held it in 2 quarters.
First Interstate Bank's Schwab US Dividend Equity ETF position peaked at $19K in Q4 2015.
195 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2016.

Based on First Interstate Bank's 13F filing for Q1 2016, filed 11 May 2016.