20/20 Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$3.3M Buy
130,728
+15,624
+14% +$394K 0.85% 34
2021
Q1
$2.8M Sell
115,104
-19,560
-15% -$475K 0.81% 34
2020
Q4
$2.91M Buy
+134,664
New +$2.91M 0.85% 33