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Steel Grove Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Steel Grove Capital Advisors’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
-17,985
Closed -$282K – 248
2018
Q4 		$282K Sell
17,985
-2,805
-13% -$46.7K 0.04% 257
2018
Q3 		$367K Buy
20,790
+468
+2% +$8.1K 0.05% 233
2018
Q2 		$334K Buy
20,322
+5,745
+39% +$94.6K 0.05% 234
2018
Q1 		$238K Buy
+14,577
New +$249K 0.04% 274

Other funds holding SCHD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
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

Steel Grove Capital Advisors's SCHD Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2019, closing a stake of 17,985 shares — an estimated $282K sold.

Steel Grove Capital Advisors first reported a position in SCHD in Q1 2018 and held it in 4 quarters. The position peaked at $367K in Q3 2018. 519 funds tracked by Wall St. Rank hold SCHD as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 17,985 Schwab US Dividend Equity ETF shares in Q1 2019, an estimated $282K.
  • Steel Grove Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 4 quarters.
  • Steel Grove Capital Advisors's Schwab US Dividend Equity ETF position peaked at $367K in Q3 2018.
  • 519 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.