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Weatherstone Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Weatherstone Capital Management’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
-146,976
Closed -$2.6M – 132
2018
Q4 		$2.6M Buy
+146,976
New +$2.45M 0.64% 37

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APP
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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

Weatherstone Capital Management's SCHD Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2019, closing a stake of 146,976 shares — an estimated $2.6M sold.

Weatherstone Capital Management first reported a position in SCHD in Q4 2018 and held it in 1 quarter. The position peaked at $2.6M in Q4 2018. 519 funds tracked by Wall St. Rank hold SCHD as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 146,976 Schwab US Dividend Equity ETF shares in Q1 2019, an estimated $2.6M.
  • Weatherstone Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab US Dividend Equity ETF position peaked at $2.6M in Q4 2018.
  • 519 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.