Greenwich Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Greenwich Wealth 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 Q1	–	Sell	-67,272	Closed	-$977K	–	205
2016 Q4	$977K	Buy	67,272 +24,225	+56%	+$344K	0.12%	88
2016 Q3	$607K	Buy	43,047 +10,020	+30%	+$141K	0.11%	114
2016 Q2	$456K	Buy	+33,027	New	+$445K	0.11%	127

Other funds holding SCHD

CSIA

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

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

MIH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Greenwich Wealth Management's SCHD Position: Q1 2017 in Review

Greenwich Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2017, closing a stake of 67,272 shares — an estimated $977K sold.

Greenwich Wealth Management first reported a position in SCHD in Q2 2016 and held it in 3 quarters. The position peaked at $977K in Q4 2016. 268 funds tracked by Wall St. Rank hold SCHD as of Q1 2017.

Greenwich Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2017 after selling out during the quarter.
Greenwich Wealth Management sold 67,272 Schwab US Dividend Equity ETF shares in Q1 2017, an estimated $977K.
Greenwich Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and held it in 3 quarters.
Greenwich Wealth Management's Schwab US Dividend Equity ETF position peaked at $977K in Q4 2016.
268 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.