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

Gupta 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
2016
Q1 		$1.09M Buy
81,753
+39,780
+95% +$504K 0.26% 85
2015
Q4 		$539K Buy
41,973
+3,135
+8% +$40.4K 0.14% 138
2015
Q3 		$465K Buy
38,838
+1,545
+4% +$19.3K 0.11% 144
2015
Q2 		$476K Buy
37,293
+903
+2% +$12K 0.12% 152
2015
Q1 		$478K Buy
+36,390
New +$484K 0.14% 133

Other funds holding SCHD

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's SCHD Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 95% in Q1 2016, buying an estimated $504K and bringing the position to 81,753 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #85.

Gupta Wealth Management first reported a position in SCHD in Q1 2015 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SCHD as of Q1 2016.

  • Gupta Wealth Management held 81,753 shares of Schwab US Dividend Equity ETF worth $1.09M as of Q1 2016.
  • Gupta Wealth Management bought 39,780 Schwab US Dividend Equity ETF shares in Q1 2016, an estimated $504K.
  • Schwab US Dividend Equity ETF made up 0.26% of Gupta Wealth Management's portfolio in Q1 2016, its #85 holding.
  • Gupta Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.