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SCHD icon

Girard Securities’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Girard Securities’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
-71,730
Closed -$1.12M – 98
2017
Q3 		$1.12M Buy
71,730
+6,255
+10% +$95.6K 0.99% 24
2017
Q2 		$986K Buy
65,475
+20,718
+46% +$311K 0.74% 34
2017
Q1 		$665K Buy
44,757
+13,746
+44% +$203K 0.57% 48
2016
Q4 		$450K Buy
31,011
+7,152
+30% +$102K 0.39% 73
2016
Q3 		$336K Buy
+23,859
New +$337K 0.34% 89

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 $3.64B AUM 14.73% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 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 $1.37T AUM 24.88% 1-Year Est. Return
WMA
White Mountains Advisors Guilford, Connecticut $84.7M AUM 12.82% 1-Year Est. Return

Girard Securities's SCHD Position: Q4 2017 in Review

Girard Securities sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2017, closing a stake of 71,730 shares — an estimated $1.12M sold.

Girard Securities first reported a position in SCHD in Q3 2016 and held it in 5 quarters. The position peaked at $1.12M in Q3 2017. 393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

  • Girard Securities reported no remaining Schwab US Dividend Equity ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 71,730 Schwab US Dividend Equity ETF shares in Q4 2017, an estimated $1.12M.
  • Girard Securities first reported a position in Schwab US Dividend Equity ETF in Q3 2016 and held it in 5 quarters.
  • Girard Securities's Schwab US Dividend Equity ETF position peaked at $1.12M in Q3 2017.
  • 393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.