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Palo Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Palo Capital’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
Q4 		$2M Buy
127,419
+57,798
+83% +$963K 0.85% 51
2018
Q3 		$1.23M Sell
69,621
-531
-0.8% -$9.19K 0.44% 75
2018
Q2 		$1.15M Buy
70,152
+162
+0.2% +$2.67K 0.42% 81
2018
Q1 		$1.14M Buy
+69,990
New +$1.19M 0.42% 81

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Palo Capital's SCHD Position: Q4 2018 in Review

Palo Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 83% in Q4 2018, buying an estimated $963K and bringing the position to 127,419 shares worth $2M. The position accounts for 0.85% of the portfolio, ranked #51.

Palo Capital first reported a position in SCHD in Q1 2018 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold SCHD as of Q4 2018.

  • Palo Capital held 127,419 shares of Schwab US Dividend Equity ETF worth $2M as of Q4 2018.
  • Palo Capital bought 57,798 Schwab US Dividend Equity ETF shares in Q4 2018, an estimated $963K.
  • Schwab US Dividend Equity ETF made up 0.85% of Palo Capital's portfolio in Q4 2018, its #51 holding.
  • Palo Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.