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Strategic Wealth Partners Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Strategic Wealth Partners 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
2018
Q3 		– Sell
-840
Closed -$13.8K – 46
2018
Q2 		$13.8K Sell
840
-726
-46% -$12K 0.27% 28
2018
Q1 		$25.6K Buy
+1,566
New +$26.7K 2% 16

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Partners Group's SCHD Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2018, closing a stake of 840 shares — an estimated $13.8K sold.

Strategic Wealth Partners Group first reported a position in SCHD in Q1 2018 and held it in 2 quarters. The position peaked at $25.6K in Q1 2018. 430 funds tracked by Wall St. Rank hold SCHD as of Q3 2018.

  • Strategic Wealth Partners Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 840 Schwab US Dividend Equity ETF shares in Q3 2018, an estimated $13.8K.
  • Strategic Wealth Partners Group first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners Group's Schwab US Dividend Equity ETF position peaked at $25.6K in Q1 2018.
  • 430 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.