55I LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$443K Sell
2022
Q2
$502K Sell
2022
Q1
$692K Buy
2021
Q4
$619K Buy
2021
Q3
$466K Buy
2021
Q2
$449K Buy