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

Cypress 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 Q4	–	Sell	-19,407	Closed	-$274K	–	218
2016 Q3	$274K	Sell	19,407 -35,100	-64%	-$496K	0.12%	144
2016 Q2	$753K	Sell	54,507 -225	-0.4%	-$3.03K	0.37%	63
2016 Q1	$731K	Buy	+54,732	New	+$694K	0.33%	60
2015 Q4	–	Sell	-61,197	Closed	-$733K	–	196
2015 Q3	$733K	Buy	61,197 +52,800	+629%	+$659K	0.4%	56
2015 Q2	$107K	Buy	+8,397	New	+$111K	0.06%	148

Other funds holding SCHD

CSIA

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

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

RJFSA

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

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

MIH

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

SMG

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

Cypress Wealth Advisors's SCHD Position: Q4 2016 in Review

Cypress Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2016, closing a stake of 19,407 shares — an estimated $274K sold.

Cypress Wealth Advisors first reported a position in SCHD in Q2 2015 and held it in 5 quarters. The position peaked at $753K in Q2 2016. 263 funds tracked by Wall St. Rank hold SCHD as of Q4 2016.

Cypress Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q4 2016 after selling out during the quarter.
Cypress Wealth Advisors sold 19,407 Schwab US Dividend Equity ETF shares in Q4 2016, an estimated $274K.
Cypress Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2015 and held it in 5 quarters.
Cypress Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $753K in Q2 2016.
263 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2016.

Based on Cypress Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.