Taylor Cottrill’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Taylor Cottrill’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
2015 Q4	$230K	Buy	+17,886	New	+$230K	0.12%	103

Other funds holding SCHD

Bank of America

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Taylor Cottrill's SCHD Position: Q4 2015 in Review

Taylor Cottrill opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q4 2015: 17,886 shares worth $230K. The stake represents 0.12% of the portfolio and ranks #103 among its holdings.

186 funds tracked by Wall St. Rank hold SCHD as of Q4 2015.

Taylor Cottrill held 17,886 shares of Schwab US Dividend Equity ETF worth $230K as of Q4 2015.
Schwab US Dividend Equity ETF was a new Taylor Cottrill position in Q4 2015.
Schwab US Dividend Equity ETF made up 0.12% of Taylor Cottrill's portfolio in Q4 2015, its #103 holding.
186 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.