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HL Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HL Financial Services’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
Q1 		$415K Hold
23,805
– – 0.01% 548
2018
Q4 		$373K Hold
23,805
– – 0.01% 564
2018
Q3 		$421K Buy
+23,805
New +$412K 0.01% 577

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JIP
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AAIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
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AllianceBernstein
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HL Financial Services's SCHD Position: Q1 2019 in Review

HL Financial Services held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2019 at 23,805 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #548.

HL Financial Services first reported a position in SCHD in Q3 2018 and has held it in 3 quarters since. The position peaked at $421K in Q3 2018. 519 funds tracked by Wall St. Rank hold SCHD as of Q1 2019.

  • HL Financial Services held 23,805 shares of Schwab US Dividend Equity ETF worth $415K as of Q1 2019.
  • HL Financial Services left its Schwab US Dividend Equity ETF share count unchanged in Q1 2019.
  • Schwab US Dividend Equity ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #548 holding.
  • HL Financial Services first reported a position in Schwab US Dividend Equity ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's Schwab US Dividend Equity ETF position peaked at $421K in Q3 2018.
  • 519 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.