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Fusion Family Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fusion Family Wealth’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
Q4 		– Sell
-48
Closed -$1K – 269
2018
Q3 		$1K Hold
48
– – ﹤0.01% 259
2018
Q2 		$1K Hold
48
– – ﹤0.01% 282
2018
Q1 		$1K Buy
+48
New +$819 ﹤0.01% 263

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AAIM
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Envestnet Asset Management
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AllianceBernstein
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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Fusion Family Wealth's SCHD Position: Q4 2018 in Review

Fusion Family Wealth sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2018, closing a stake of 48 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in SCHD in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 482 funds tracked by Wall St. Rank hold SCHD as of Q4 2018.

  • Fusion Family Wealth reported no remaining Schwab US Dividend Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 48 Schwab US Dividend Equity ETF shares in Q4 2018, an estimated $1K.
  • Fusion Family Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 3 quarters.
  • Fusion Family Wealth's Schwab US Dividend Equity ETF position peaked at $1K in Q3 2018.
  • 482 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.