Intellectus Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intellectus Partners’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
2018 Q4	–	Sell	-2,769	Closed	-$49K	–	459
2018 Q3	$49K	Hold	2,769	–	–	0.02%	350
2018 Q2	$45K	Hold	2,769	–	–	0.02%	352
2018 Q1	$45K	Hold	2,769	–	–	0.02%	354
2017 Q4	$47K	Hold	2,769	–	–	0.02%	343
2017 Q3	$43K	Hold	2,769	–	–	0.02%	421
2017 Q2	$42K	Buy	+2,769	New	+$41.5K	0.02%	401

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 $52B AUM 24.53% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intellectus Partners's SCHD Position: Q4 2018 in Review

Intellectus Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2018, closing a stake of 2,769 shares — an estimated $49K sold.

Intellectus Partners first reported a position in SCHD in Q2 2017 and held it in 6 quarters. The position peaked at $49K in Q3 2018. 482 funds tracked by Wall St. Rank hold SCHD as of Q4 2018.

Intellectus Partners reported no remaining Schwab US Dividend Equity ETF position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 2,769 Schwab US Dividend Equity ETF shares in Q4 2018, an estimated $49K.
Intellectus Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and held it in 6 quarters.
Intellectus Partners's Schwab US Dividend Equity ETF position peaked at $49K in Q3 2018.
482 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.