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

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Bank of America

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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