Winfield Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Winfield Associates’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 Q1	–	Sell	-3,300	Closed	-$57K	–	544
2017 Q4	$57K	Hold	3,300	–	–	0.03%	192
2017 Q3	$51K	Hold	3,300	–	–	0.03%	199
2017 Q2	$50K	Hold	3,300	–	–	0.03%	197
2017 Q1	$49K	Hold	3,300	–	–	0.03%	188
2016 Q4	$48K	Hold	3,300	–	–	0.03%	185
2016 Q3	$47K	Hold	3,300	–	–	0.03%	178
2016 Q2	$46K	Hold	3,300	–	–	0.03%	179
2016 Q1	$44K	Hold	3,300	–	–	0.03%	183
2015 Q4	$42K	Hold	3,300	–	–	0.03%	168
2015 Q3	$40K	Buy	+3,300	New	+$41.2K	0.03%	169

Other funds holding SCHD

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

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

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

Bank of America

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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