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

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 $3.96B AUM 12.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.