GFS Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

GFS Private 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
2017 Q4	$12.6M	Buy	+741,243	New	+$12.2M	4.34%	10

Other funds holding SCHD

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

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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 $1.37T AUM 24.88% 1-Year Est. Return

White Mountains Advisors Guilford, Connecticut $84.7M AUM 12.82% 1-Year Est. Return

GFS Private Wealth's SCHD Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2017: 741,243 shares worth $12.6M. The stake represents 4.34% of the portfolio and ranks #10 among its holdings.

393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

GFS Private Wealth held 741,243 shares of Schwab US Dividend Equity ETF worth $12.6M as of Q4 2017.
Schwab US Dividend Equity ETF was a new GFS Private Wealth position in Q4 2017.
Schwab US Dividend Equity ETF made up 4.34% of GFS Private Wealth's portfolio in Q4 2017, its #10 holding.
393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.