Thomaspartners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Thomaspartners’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 Q2	–	Sell	-63,885	Closed	-$839K	–	131
2015 Q1	$839K	Buy	+63,885	New	+$849K	0.01%	80

Other funds holding SCHD

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Thomaspartners's SCHD Position: Q2 2015 in Review

Thomaspartners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2015, closing a stake of 63,885 shares — an estimated $839K sold.

Thomaspartners first reported a position in SCHD in Q1 2015 and held it in 1 quarter. The position peaked at $839K in Q1 2015. 149 funds tracked by Wall St. Rank hold SCHD as of Q2 2015.

Thomaspartners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2015 after selling out during the quarter.
Thomaspartners sold 63,885 Schwab US Dividend Equity ETF shares in Q2 2015, an estimated $839K.
Thomaspartners first reported a position in Schwab US Dividend Equity ETF in Q1 2015 and held it in 1 quarter.
Thomaspartners's Schwab US Dividend Equity ETF position peaked at $839K in Q1 2015.
149 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2015.

Based on Thomaspartners's 13F filing for Q2 2015, filed 17 Aug 2015.