Twele Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Twele Capital Management’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 Q3	–	Sell	-44,952	Closed	-$574K	–	61
2015 Q2	$574K	Buy	44,952 +744	+2%	+$9.85K	0.16%	50
2015 Q1	$581K	Hold	44,208	–	–	0.16%	49
2014 Q4	$587K	Hold	44,208	–	–	0.17%	48
2014 Q3	$568K	Hold	44,208	–	–	0.17%	50
2014 Q2	$564K	Hold	44,208	–	–	0.17%	50
2014 Q1	$543K	Hold	44,208	–	–	0.16%	54
2013 Q4	$540K	Hold	44,208	–	–	0.17%	50
2013 Q3	$496K	Buy	+44,208	New	+$499K	0.16%	55

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return