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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q4 		– Sell
-996
Closed -$15K – 412
2017
Q3 		$15K Buy
+996
New +$15.2K 0.01% 254
2017
Q1 		– Sell
-1,191
Closed -$18K – 497
2016
Q4 		$18K Buy
1,191
+12
+1% +$170 ﹤0.01% 258
2016
Q3 		$16K Buy
+1,179
New +$16.6K 0.01% 258

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APP
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AAC
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UBS Group
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QI
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MIH
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RJFSA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WMA
White Mountains Advisors Guilford, Connecticut $84.7M AUM 12.82% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SCHD Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2017, closing a stake of 996 shares — an estimated $15K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCHD in Q3 2016 and held it in 3 quarters. The position peaked at $18K in Q4 2016. 393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 996 Schwab US Dividend Equity ETF shares in Q4 2017, an estimated $15K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab US Dividend Equity ETF in Q3 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab US Dividend Equity ETF position peaked at $18K in Q4 2016.
  • 393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.