LBA Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LBA Wealth Management’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
2015 Q3	–	Sell	-942	Closed	-$12K	–	367
2015 Q2	$12K	Buy	942 +390	+71%	+$5.16K	0.01%	232
2015 Q1	$7K	Buy	+552	New	+$7.34K	﹤0.01%	256

Other funds holding SCHD

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

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

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

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LBA Wealth Management's SCHD Position: Q3 2015 in Review

LBA Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2015, closing a stake of 942 shares — an estimated $12K sold.

LBA Wealth Management first reported a position in SCHD in Q1 2015 and held it in 2 quarters. The position peaked at $12K in Q2 2015. 157 funds tracked by Wall St. Rank hold SCHD as of Q3 2015.

LBA Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2015 after selling out during the quarter.
LBA Wealth Management sold 942 Schwab US Dividend Equity ETF shares in Q3 2015, an estimated $12K.
LBA Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and held it in 2 quarters.
LBA Wealth Management's Schwab US Dividend Equity ETF position peaked at $12K in Q2 2015.
157 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.