SIG
SCHD icon

Stanford Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-3,996
Closed -$58K – 237
2016
Q4 		$58K Hold
3,996
– – 0.03% 131
2016
Q3 		$56K Hold
3,996
– – 0.03% 141
2016
Q2 		$55K Hold
3,996
– – 0.03% 131
2016
Q1 		$53K Sell
3,996
-61,191
-94% -$776K 0.03% 131
2015
Q4 		$838K Buy
+65,187
New +$840K 0.46% 19

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 $4.02B AUM 20% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Stanford Investment Group's SCHD Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2017, closing a stake of 3,996 shares — an estimated $58K sold.

Stanford Investment Group first reported a position in SCHD in Q4 2015 and held it in 5 quarters. The position peaked at $838K in Q4 2015. 268 funds tracked by Wall St. Rank hold SCHD as of Q1 2017.

  • Stanford Investment Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 3,996 Schwab US Dividend Equity ETF shares in Q1 2017, an estimated $58K.
  • Stanford Investment Group first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and held it in 5 quarters.
  • Stanford Investment Group's Schwab US Dividend Equity ETF position peaked at $838K in Q4 2015.
  • 268 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.