KMS Financial Services’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
2014 Q3	$3.75M	Buy	291,810 +27,216	+10%	+$350K	0.53%	41
2014 Q2	$3.38M	Buy	264,594 +188,613	+248%	+$2.41M	0.48%	48
2014 Q1	$933K	Buy	75,981 +18,987	+33%	+$233K	0.15%	160
2013 Q4	$696K	Buy	+56,994	New	+$696K	0.12%	199