Global Financial Private Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Global Financial Private Capital’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
2019 Q2	–	Sell	-14,703	Closed	-$256K	–	544
2019 Q1	$256K	Buy	+14,703	New	+$247K	0.01%	336
2018 Q4	–	Sell	-32,052	Closed	-$566K	–	482
2018 Q3	$566K	Sell	32,052 -1,629	-5%	-$28.2K	0.02%	366
2018 Q2	$553K	Buy	33,681 +10,149	+43%	+$167K	0.02%	352
2018 Q1	$385K	Sell	23,532 -675	-3%	-$11.5K	0.01%	403
2017 Q4	$413K	Buy	+24,207	New	+$398K	0.01%	378

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Global Financial Private Capital's SCHD Position: Q2 2019 in Review

Global Financial Private Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2019, closing a stake of 14,703 shares — an estimated $256K sold.

Global Financial Private Capital first reported a position in SCHD in Q4 2017 and held it in 5 quarters. The position peaked at $566K in Q3 2018. 521 funds tracked by Wall St. Rank hold SCHD as of Q2 2019.

Global Financial Private Capital reported no remaining Schwab US Dividend Equity ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 14,703 Schwab US Dividend Equity ETF shares in Q2 2019, an estimated $256K.
Global Financial Private Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 5 quarters.
Global Financial Private Capital's Schwab US Dividend Equity ETF position peaked at $566K in Q3 2018.
521 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.