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Stancorp Investment Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stancorp Investment Advisers’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
Q1 		$1.94M Buy
147,282
+1,794
+1% +$23.8K 0.91% 26
2014
Q4 		$1.93M Buy
+145,488
New +$1.9M 0.88% 32

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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stancorp Investment Advisers's SCHD Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q1 2015, buying an estimated $23.8K and bringing the position to 147,282 shares worth $1.94M. The position accounts for 0.91% of the portfolio, ranked #26.

Stancorp Investment Advisers first reported a position in SCHD in Q4 2014 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold SCHD as of Q1 2015.

  • Stancorp Investment Advisers held 147,282 shares of Schwab US Dividend Equity ETF worth $1.94M as of Q1 2015.
  • Stancorp Investment Advisers bought 1,794 Schwab US Dividend Equity ETF shares in Q1 2015, an estimated $23.8K.
  • Schwab US Dividend Equity ETF made up 0.91% of Stancorp Investment Advisers's portfolio in Q1 2015, its #26 holding.
  • Stancorp Investment Advisers first reported a position in Schwab US Dividend Equity ETF in Q4 2014 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.