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Legacy Wealth Management (Tennessee)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-8,970
Closed -$130K – 57
2016
Q4 		$130K Buy
+8,970
New +$127K 0.03% 12

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AAC
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UBS Group
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MIH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SCHD Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2017, closing a stake of 8,970 shares — an estimated $130K sold.

Legacy Wealth Management (Tennessee) first reported a position in SCHD in Q4 2016 and held it in 1 quarter. The position peaked at $130K in Q4 2016. 268 funds tracked by Wall St. Rank hold SCHD as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Schwab US Dividend Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 8,970 Schwab US Dividend Equity ETF shares in Q1 2017, an estimated $130K.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Schwab US Dividend Equity ETF position peaked at $130K in Q4 2016.
  • 268 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.