Gary Goldberg Planning Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$8K	Buy	+612	New	+$8.01K	﹤0.01%	368

Other funds holding SCHD

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

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

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Gary Goldberg Planning Services's SCHD Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2014: 612 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings.

143 funds tracked by Wall St. Rank hold SCHD as of Q4 2014.

Gary Goldberg Planning Services held 612 shares of Schwab US Dividend Equity ETF worth $8K as of Q4 2014.
Schwab US Dividend Equity ETF was a new Gary Goldberg Planning Services position in Q4 2014.
Schwab US Dividend Equity ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #368 holding.
143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.