Peachtree Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peachtree Investment Advisors’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
2015 Q3	–	Sell	-825	Closed	-$11K	–	218
2015 Q2	$11K	Buy	825 +153	+23%	+$2.02K	0.01%	254
2015 Q1	$9K	Hold	672	–	–	0.01%	268
2014 Q4	$9K	Hold	672	–	–	0.01%	294
2014 Q3	$9K	Buy	+672	New	+$8.64K	0.01%	305

Other funds holding SCHD

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

AAC

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

RJFSA

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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

MIH

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peachtree Investment Advisors's SCHD Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2015, closing a stake of 825 shares — an estimated $11K sold.

Peachtree Investment Advisors first reported a position in SCHD in Q3 2014 and held it in 4 quarters. The position peaked at $11K in Q2 2015. 157 funds tracked by Wall St. Rank hold SCHD as of Q3 2015.

Peachtree Investment Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 825 Schwab US Dividend Equity ETF shares in Q3 2015, an estimated $11K.
Peachtree Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2014 and held it in 4 quarters.
Peachtree Investment Advisors's Schwab US Dividend Equity ETF position peaked at $11K in Q2 2015.
157 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.