SCCM
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Schafer Cullen Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Schafer Cullen Capital 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
2019
Q1 		– Sell
-53,406
Closed -$836K – 235
2018
Q4 		$836K Buy
+53,406
New +$890K 0.01% 172

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APP
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UBS Group
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JIP
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AAIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Schafer Cullen Capital Management's SCHD Position: Q1 2019 in Review

Schafer Cullen Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2019, closing a stake of 53,406 shares — an estimated $836K sold.

Schafer Cullen Capital Management first reported a position in SCHD in Q4 2018 and held it in 1 quarter. The position peaked at $836K in Q4 2018. 519 funds tracked by Wall St. Rank hold SCHD as of Q1 2019.

  • Schafer Cullen Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Schafer Cullen Capital Management sold 53,406 Schwab US Dividend Equity ETF shares in Q1 2019, an estimated $836K.
  • Schafer Cullen Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 1 quarter.
  • Schafer Cullen Capital Management's Schwab US Dividend Equity ETF position peaked at $836K in Q4 2018.
  • 519 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2019.

Based on Schafer Cullen Capital Management's 13F filing for Q1 2019, filed 15 May 2019.