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Lehman Financial Resources’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$1.31M Sell
74,109
-2,091
-3% -$36.2K 0.61% 30
2018
Q2 		$1.25M Buy
76,200
+7,218
+10% +$119K 0.63% 30
2018
Q1 		$1.13M Buy
+68,982
New +$1.18M 0.58% 32

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 $3.64B AUM 14.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lehman Financial Resources's SCHD Position: Q3 2018 in Review

Lehman Financial Resources reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q3 2018, selling an estimated $36.2K and leaving 74,109 shares worth $1.31M. The position accounts for 0.61% of the portfolio, ranked #30.

Lehman Financial Resources first reported a position in SCHD in Q1 2018 and has held it in 3 quarters since. 430 funds tracked by Wall St. Rank hold SCHD as of Q3 2018.

  • Lehman Financial Resources held 74,109 shares of Schwab US Dividend Equity ETF worth $1.31M as of Q3 2018.
  • Lehman Financial Resources sold 2,091 Schwab US Dividend Equity ETF shares in Q3 2018, an estimated $36.2K.
  • Schwab US Dividend Equity ETF made up 0.61% of Lehman Financial Resources's portfolio in Q3 2018, its #30 holding.
  • Lehman Financial Resources first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 3 quarters since.
  • 430 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.