SPCM
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Spruce Point Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Spruce Point 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
2018
Q4 		$1.46M Buy
+93,000
New +$1.55M 64.54% 1

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AAIM
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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

Spruce Point Capital Management's SCHD Position: Q4 2018 in Review

Spruce Point Capital Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2018: 93,000 shares worth $1.46M. The stake represents 64.54% of the portfolio and ranks #1 among its holdings.

482 funds tracked by Wall St. Rank hold SCHD as of Q4 2018.

  • Spruce Point Capital Management held 93,000 shares of Schwab US Dividend Equity ETF worth $1.46M as of Q4 2018.
  • Schwab US Dividend Equity ETF was a new Spruce Point Capital Management position in Q4 2018.
  • Schwab US Dividend Equity ETF made up 64.54% of Spruce Point Capital Management's portfolio in Q4 2018, its #1 holding.
  • 482 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2018.

Based on Spruce Point Capital Management's 13F filing for Q4 2018, filed 15 Feb 2019.