Kanaly Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kanaly Trust’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 Q4	$43K	Buy	+2,943	New	+$41.8K	0.01%	301

Other funds holding SCHD

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Kanaly Trust's SCHD Position: Q4 2016 in Review

Kanaly Trust opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2016: 2,943 shares worth $43K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings.

263 funds tracked by Wall St. Rank hold SCHD as of Q4 2016.

Kanaly Trust held 2,943 shares of Schwab US Dividend Equity ETF worth $43K as of Q4 2016.
Schwab US Dividend Equity ETF was a new Kanaly Trust position in Q4 2016.
Schwab US Dividend Equity ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #301 holding.
263 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.