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Placemark Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Placemark Investments’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
2014
Q4 		$195K Buy
14,631
+450
+3% +$5.89K ﹤0.01% 1564
2014
Q3 		$182K Buy
14,181
+4,251
+43% +$54.6K ﹤0.01% 1582
2014
Q2 		$127K Buy
9,930
+3,972
+67% +$49.8K ﹤0.01% 1591
2014
Q1 		$73K Buy
5,958
+39
+0.7% +$468 ﹤0.01% 1570
2013
Q4 		$72K Buy
+5,919
New +$69.9K ﹤0.01% 1598

Other funds holding SCHD

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
HB
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Placemark Investments's SCHD Position: Q4 2014 in Review

Placemark Investments increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q4 2014, buying an estimated $5.89K and bringing the position to 14,631 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Placemark Investments first reported a position in SCHD in Q4 2013 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold SCHD as of Q4 2014.

  • Placemark Investments held 14,631 shares of Schwab US Dividend Equity ETF worth $195K as of Q4 2014.
  • Placemark Investments bought 450 Schwab US Dividend Equity ETF shares in Q4 2014, an estimated $5.89K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1564 holding.
  • Placemark Investments first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.