National Planning Corporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History

National Planning Corporation’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 Q4	–	Sell	-96,924	Closed	-$1.51M	–	507
2017 Q3	$1.51M	Sell	96,924 -68,286	-41%	-$1.04M	0.13%	176
2017 Q2	$2.49M	Buy	+165,210	New	+$2.48M	0.19%	126
2015 Q1	–	Sell	-1,989	Closed	-$26.2K	–	1793
2014 Q4	$26.2K	Buy	+1,989	New	+$26K	﹤0.01%	1584

Other funds holding SCHD

CSIA

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

AAC

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

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

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

MIH

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMA

White Mountains Advisors Guilford, Connecticut $84.7M AUM 12.82% 1-Year Est. Return

National Planning Corporation's SCHD Position: Q4 2017 in Review

National Planning Corporation sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2017, closing a stake of 96,924 shares — an estimated $1.51M sold.

National Planning Corporation first reported a position in SCHD in Q4 2014 and held it in 3 quarters. The position peaked at $2.49M in Q2 2017. 393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

National Planning Corporation reported no remaining Schwab US Dividend Equity ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 96,924 Schwab US Dividend Equity ETF shares in Q4 2017, an estimated $1.51M.
National Planning Corporation first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and held it in 3 quarters.
National Planning Corporation's Schwab US Dividend Equity ETF position peaked at $2.49M in Q2 2017.
393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.