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

Outfitter 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
2018 Q2	$1.69M	Buy	102,645 +5,850	+6%	+$96.3K	0.76%	43
2018 Q1	$1.58M	Sell	96,795 -31,200	-24%	-$532K	0.72%	46
2017 Q4	$2.18M	Buy	127,995 +525	+0.4%	+$8.63K	0.73%	51
2017 Q3	$1.99M	Buy	127,470 +7,650	+6%	+$117K	0.7%	56
2017 Q2	$1.8M	Buy	119,820 +7,050	+6%	+$106K	0.67%	55
2017 Q1	$1.68M	Buy	112,770 +15,525	+16%	+$229K	0.63%	56
2016 Q4	$1.41M	Buy	97,245 +3,690	+4%	+$52.4K	0.56%	62
2016 Q3	$1.32M	Buy	93,555 +20,070	+27%	+$283K	0.53%	63
2016 Q2	$1.01M	Buy	+73,485	New	+$990K	0.43%	67

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 $3.64B AUM 14.73% 1-Year Est. Return

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

AAC

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MIH

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

RJFSA

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Outfitter Advisors's SCHD Position: Q2 2018 in Review

Outfitter Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 6% in Q2 2018, buying an estimated $96.3K and bringing the position to 102,645 shares worth $1.69M. The position accounts for 0.76% of the portfolio, ranked #43.

Outfitter Advisors first reported a position in SCHD in Q2 2016 and has held it in 9 quarters since. The position peaked at $2.18M in Q4 2017. 415 funds tracked by Wall St. Rank hold SCHD as of Q2 2018.

Outfitter Advisors held 102,645 shares of Schwab US Dividend Equity ETF worth $1.69M as of Q2 2018.
Outfitter Advisors bought 5,850 Schwab US Dividend Equity ETF shares in Q2 2018, an estimated $96.3K.
Schwab US Dividend Equity ETF made up 0.76% of Outfitter Advisors's portfolio in Q2 2018, its #43 holding.
Outfitter Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2016 and has held it in 9 quarters since.
Outfitter Advisors's Schwab US Dividend Equity ETF position peaked at $2.18M in Q4 2017.
415 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2018.

Based on Outfitter Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.