Friedenthal Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Friedenthal Financial’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 Q1	–	Sell	-58,515	Closed	-$850K	–	49
2016 Q4	$850K	Buy	58,515 +555	+1%	+$7.88K	0.78%	34
2016 Q3	$817K	Buy	+57,960	New	+$818K	0.71%	27
2015 Q2	–	Sell	-68,640	Closed	-$902K	–	48
2015 Q1	$902K	Sell	68,640 -28,989	-30%	-$385K	0.76%	21
2014 Q4	$1.3M	Buy	+97,629	New	+$1.28M	1.1%	17
2014 Q1	–	Sell	-64,197	Closed	-$784K	–	39
2013 Q4	$784K	Buy	+64,197	New	+$758K	0.73%	18

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 $4.02B AUM 20% 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

MIH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

SMG

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

Friedenthal Financial's SCHD Position: Q1 2017 in Review

Friedenthal Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2017, closing a stake of 58,515 shares — an estimated $850K sold.

Friedenthal Financial first reported a position in SCHD in Q4 2013 and held it in 5 quarters. The position peaked at $1.3M in Q4 2014. 268 funds tracked by Wall St. Rank hold SCHD as of Q1 2017.

Friedenthal Financial reported no remaining Schwab US Dividend Equity ETF position as of Q1 2017 after selling out during the quarter.
Friedenthal Financial sold 58,515 Schwab US Dividend Equity ETF shares in Q1 2017, an estimated $850K.
Friedenthal Financial first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and held it in 5 quarters.
Friedenthal Financial's Schwab US Dividend Equity ETF position peaked at $1.3M in Q4 2014.
268 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2017.

Based on Friedenthal Financial's 13F filing for Q1 2017, filed 21 Apr 2017.