Suntrust Banks’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Suntrust Banks’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 Q3	$499K	Buy	27,363 +10,035	+58%	+$180K	﹤0.01%	964
2019 Q2	$307K	Sell	17,328 -3,984	-19%	-$70.1K	﹤0.01%	1113
2019 Q1	$371K	Buy	21,312 +939	+5%	+$15.8K	﹤0.01%	1026
2018 Q4	$318K	Sell	20,373 -2,847	-12%	-$47.4K	﹤0.01%	1029
2018 Q3	$410K	Sell	23,220 -1,344	-5%	-$23.3K	﹤0.01%	986
2018 Q2	$404K	Buy	24,564 +1,179	+5%	+$19.4K	﹤0.01%	999
2018 Q1	$382K	Sell	23,385 -7,485	-24%	-$128K	﹤0.01%	975
2017 Q4	$527K	Sell	30,870 -8,796	-22%	-$145K	﹤0.01%	855
2017 Q3	$618K	Buy	39,666 +21	+0.1%	+$321	﹤0.01%	838
2017 Q2	$596K	Buy	39,645 +21	+0.1%	+$315	﹤0.01%	797
2017 Q1	$589K	Sell	39,624 -5,241	-12%	-$77.3K	﹤0.01%	794
2016 Q4	$650K	Buy	44,865 +1,524	+4%	+$21.6K	﹤0.01%	896
2016 Q3	$609K	Buy	43,341 +18	+0%	+$254	﹤0.01%	897
2016 Q2	$597K	Buy	+43,323	New	+$584K	﹤0.01%	884

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Suntrust Banks's SCHD Position: Q3 2019 in Review

Suntrust Banks increased its Schwab US Dividend Equity ETF (SCHD) stake by 58% in Q3 2019, buying an estimated $180K and bringing the position to 27,363 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Suntrust Banks first reported a position in SCHD in Q2 2016 and has held it in 14 quarters since. The position peaked at $650K in Q4 2016. 543 funds tracked by Wall St. Rank hold SCHD as of Q3 2019.

Suntrust Banks held 27,363 shares of Schwab US Dividend Equity ETF worth $499K as of Q3 2019.
Suntrust Banks bought 10,035 Schwab US Dividend Equity ETF shares in Q3 2019, an estimated $180K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #964 holding.
Suntrust Banks first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 14 quarters since.
Suntrust Banks's Schwab US Dividend Equity ETF position peaked at $650K in Q4 2016.
543 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.