WealthTrust-Arizona’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthTrust-Arizona’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 Q2	–	Sell	-1,716	Closed	-$23K	–	660
2015 Q1	$23K	Buy	1,716 +12	+0.7%	+$159	0.01%	255
2014 Q4	$23K	Buy	1,704 +12	+0.7%	+$157	0.02%	250
2014 Q3	$22K	Buy	1,692 +9	+0.5%	+$116	0.02%	266
2014 Q2	$21K	Buy	1,683 +141	+9%	+$1.77K	0.02%	274
2014 Q1	$19K	Buy	+1,542	New	+$18.5K	0.02%	309

Other funds holding SCHD

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return