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

Wisconsin 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
2014 Q4	$686K	Buy	51,654 +2,730	+6%	+$35.7K	0.24%	79
2014 Q3	$629K	Buy	48,924 +750	+2%	+$9.64K	0.23%	81
2014 Q2	$615K	Buy	48,174 +1,545	+3%	+$19.4K	0.23%	80
2014 Q1	$573K	Hold	46,629	–	–	0.22%	79
2013 Q4	$570K	Buy	46,629 +1,344	+3%	+$15.9K	0.22%	73
2013 Q3	$508K	Hold	45,285	–	–	0.22%	72
2013 Q2	$494K	Buy	+45,285	New	+$496K	0.21%	69

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

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

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

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return