ICAS
SCHD icon

Investors Capital Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investors Capital Advisory 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
2016
Q2 		$203K Buy
+14,745
New +$199K 0.04% 586

Other funds holding SCHD

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Investors Capital Advisory Services's SCHD Position: Q2 2016 in Review

Investors Capital Advisory Services opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2016: 14,745 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #586 among its holdings.

223 funds tracked by Wall St. Rank hold SCHD as of Q2 2016.

  • Investors Capital Advisory Services held 14,745 shares of Schwab US Dividend Equity ETF worth $203K as of Q2 2016.
  • Schwab US Dividend Equity ETF was a new Investors Capital Advisory Services position in Q2 2016.
  • Schwab US Dividend Equity ETF made up 0.04% of Investors Capital Advisory Services's portfolio in Q2 2016, its #586 holding.
  • 223 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.