Ancora Family Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ancora Family Wealth 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
2016 Q3	$501K	Buy	35,502 +180	+0.5%	+$2.54K	0.17%	129
2016 Q2	$488K	Buy	+35,322	New	+$476K	0.18%	122
2015 Q4	–	Sell	-21,732	Closed	-$260K	–	198
2015 Q3	$260K	Buy	+21,732	New	+$271K	0.11%	161

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CSIA

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

AAC

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

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MIH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OIM

Opus Investment Management Worcester, Massachusetts $183M AUM 21.98% 1-Year Est. Return

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Ancora Family Wealth Advisors's SCHD Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.51% in Q3 2016, buying an estimated $2.54K and bringing the position to 35,502 shares worth $501K. The position accounts for 0.17% of the portfolio, ranked #129.

Ancora Family Wealth Advisors first reported a position in SCHD in Q3 2015 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold SCHD as of Q3 2016.

Ancora Family Wealth Advisors held 35,502 shares of Schwab US Dividend Equity ETF worth $501K as of Q3 2016.
Ancora Family Wealth Advisors bought 180 Schwab US Dividend Equity ETF shares in Q3 2016, an estimated $2.54K.
Schwab US Dividend Equity ETF made up 0.17% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #129 holding.
Ancora Family Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and has held it in 3 quarters since.
239 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.