SWM
SCHD icon

Sequoia Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sequoia Wealth 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
2018
Q1 		– Sell
-41,754
Closed -$726K – 64
2017
Q4 		$726K Buy
+41,754
New +$686K 0.66% 30

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Sequoia Wealth Management's SCHD Position: Q1 2018 in Review

Sequoia Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2018, closing a stake of 41,754 shares — an estimated $726K sold.

Sequoia Wealth Management first reported a position in SCHD in Q4 2017 and held it in 1 quarter. The position peaked at $726K in Q4 2017. 407 funds tracked by Wall St. Rank hold SCHD as of Q1 2018.

  • Sequoia Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Sequoia Wealth Management sold 41,754 Schwab US Dividend Equity ETF shares in Q1 2018, an estimated $726K.
  • Sequoia Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 1 quarter.
  • Sequoia Wealth Management's Schwab US Dividend Equity ETF position peaked at $726K in Q4 2017.
  • 407 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2018.

Based on Sequoia Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.