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White Mountains Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

White Mountains 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
2018
Q1 		– Sell
-1,752,471
Closed -$29.9M – 4
2017
Q4 		$29.9M Buy
+1,752,471
New +$28.8M 4.32% 4

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W
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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

White Mountains Advisors's SCHD Position: Q1 2018 in Review

White Mountains Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2018, closing a stake of 1,752,471 shares — an estimated $29.9M sold.

White Mountains Advisors first reported a position in SCHD in Q4 2017 and held it in 1 quarter. The position peaked at $29.9M in Q4 2017. 406 funds tracked by Wall St. Rank hold SCHD as of Q1 2018.

  • White Mountains Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2018 after selling out during the quarter.
  • White Mountains Advisors sold 1,752,471 Schwab US Dividend Equity ETF shares in Q1 2018, an estimated $29.9M.
  • White Mountains Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and held it in 1 quarter.
  • White Mountains Advisors's Schwab US Dividend Equity ETF position peaked at $29.9M in Q4 2017.
  • 406 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2018.

Based on White Mountains Advisors's 13F filing for Q1 2018, filed 10 May 2018.