YMRC
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Yorktown Management & Research Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Yorktown Management & Research Company’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
2017
Q4 		– Sell
-330,000
Closed -$5.15M – 407
2017
Q3 		$5.15M Buy
330,000
+30,000
+10% +$459K 1.35% 13
2017
Q2 		$4.51M Buy
+300,000
New +$4.5M 1.44% 13

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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 $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 $666B AUM 30.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 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 $1.37T AUM 24.88% 1-Year Est. Return
WMA
White Mountains Advisors Guilford, Connecticut $84.7M AUM 12.82% 1-Year Est. Return

Yorktown Management & Research Company's SCHD Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2017, closing a stake of 330,000 shares — an estimated $5.15M sold.

Yorktown Management & Research Company first reported a position in SCHD in Q2 2017 and held it in 2 quarters. The position peaked at $5.15M in Q3 2017. 393 funds tracked by Wall St. Rank hold SCHD as of Q4 2017.

  • Yorktown Management & Research Company reported no remaining Schwab US Dividend Equity ETF position as of Q4 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 330,000 Schwab US Dividend Equity ETF shares in Q4 2017, an estimated $5.15M.
  • Yorktown Management & Research Company first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and held it in 2 quarters.
  • Yorktown Management & Research Company's Schwab US Dividend Equity ETF position peaked at $5.15M in Q3 2017.
  • 393 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.