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Geneva Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Geneva Advisors’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
Q2 		$647K Buy
43,029
+18,726
+77% +$281K 0.01% 459
2017
Q1 		$361K Buy
24,303
+2,460
+11% +$36.3K 0.01% 564
2016
Q4 		$317K Buy
+21,843
New +$310K 0.01% 569

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
OIM
Opus Investment Management Worcester, Massachusetts $183M AUM 21.98% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Geneva Advisors's SCHD Position: Q2 2017 in Review

Geneva Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 77% in Q2 2017, buying an estimated $281K and bringing the position to 43,029 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #459.

Geneva Advisors first reported a position in SCHD in Q4 2016 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold SCHD as of Q2 2017.

  • Geneva Advisors held 43,029 shares of Schwab US Dividend Equity ETF worth $647K as of Q2 2017.
  • Geneva Advisors bought 18,726 Schwab US Dividend Equity ETF shares in Q2 2017, an estimated $281K.
  • Schwab US Dividend Equity ETF made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #459 holding.
  • Geneva Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.