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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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 +$488K 0.18% 122
2015
Q4
Sell
-21,732
Closed -$260K 198
2015
Q3
$260K Buy
+21,732
New +$260K 0.11% 161