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Guidant Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Guidant Wealth Advisors’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
Q3 		$653K Buy
35,787
+270
+0.8% +$4.83K 0.24% 61
2019
Q2 		$628K Buy
35,517
+255
+0.7% +$4.49K 0.24% 65
2019
Q1 		$615K Buy
+35,262
New +$593K 0.24% 66

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
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
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 $1.05B AUM 12.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidant Wealth Advisors's SCHD Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.76% in Q3 2019, buying an estimated $4.83K and bringing the position to 35,787 shares worth $653K. The position accounts for 0.24% of the portfolio, ranked #61.

Guidant Wealth Advisors first reported a position in SCHD in Q1 2019 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold SCHD as of Q3 2019.

  • Guidant Wealth Advisors held 35,787 shares of Schwab US Dividend Equity ETF worth $653K as of Q3 2019.
  • Guidant Wealth Advisors bought 270 Schwab US Dividend Equity ETF shares in Q3 2019, an estimated $4.83K.
  • Schwab US Dividend Equity ETF made up 0.24% of Guidant Wealth Advisors's portfolio in Q3 2019, its #61 holding.
  • Guidant Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.