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

Lenox 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
2018
Q3 		– Sell
-18
Closed – – 661
2018
Q2 		$0 Hold
18
– – ﹤0.01% 602
2018
Q1 		$0 Sell
18
-186
-91% -$3.17K ﹤0.01% 500
2017
Q4 		$7K Buy
+204
New +$3.35K ﹤0.01% 410

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W
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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

Lenox Wealth Management's SCHD Position: Q3 2018 in Review

Lenox Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2018, closing a stake of 18 shares.

Lenox Wealth Management first reported a position in SCHD in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 430 funds tracked by Wall St. Rank hold SCHD as of Q3 2018.

  • Lenox Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 18 Schwab US Dividend Equity ETF shares in Q3 2018.
  • Lenox Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 3 quarters.
  • Lenox Wealth Management's Schwab US Dividend Equity ETF position peaked at $7K in Q4 2017.
  • 430 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2018.

Based on Lenox Wealth Management's 13F filing for Q3 2018, filed 23 Oct 2018.