AWM
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Arbor Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Arbor Wealth 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
2016
Q1 		– Sell
-6
Closed – – 116
2015
Q4 		$0 Buy
+6
New +$77 ﹤0.01% 136

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HB
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Wealth Management's SCHD Position: Q1 2016 in Review

Arbor Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2016, closing a stake of 6 shares.

Arbor Wealth Management first reported a position in SCHD in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 195 funds tracked by Wall St. Rank hold SCHD as of Q1 2016.

  • Arbor Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2016 after selling out during the quarter.
  • Arbor Wealth Management sold 6 Schwab US Dividend Equity ETF shares in Q1 2016.
  • Arbor Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and held it in 1 quarter.
  • Arbor Wealth Management's Schwab US Dividend Equity ETF position peaked at $0 in Q4 2015.
  • 195 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2016.

Based on Arbor Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.