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Investment Centers of America’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-32,613
Closed -$509K – 398
2017
Q3 		$509K Buy
+32,613
New +$499K 0.04% 336
2017
Q1 		– Sell
-15,978
Closed -$231K – 660
2016
Q4 		$231K Buy
+15,978
New +$227K 0.02% 508

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WMA
White Mountains Advisors Guilford, Connecticut $84.7M AUM 12.82% 1-Year Est. Return

Investment Centers of America's SCHD Position: Q4 2017 in Review

Investment Centers of America sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2017, closing a stake of 32,613 shares — an estimated $509K sold.

Investment Centers of America first reported a position in SCHD in Q4 2016 and held it in 2 quarters. The position peaked at $509K in Q3 2017. 393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

  • Investment Centers of America reported no remaining Schwab US Dividend Equity ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 32,613 Schwab US Dividend Equity ETF shares in Q4 2017, an estimated $509K.
  • Investment Centers of America first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and held it in 2 quarters.
  • Investment Centers of America's Schwab US Dividend Equity ETF position peaked at $509K in Q3 2017.
  • 393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.