9258 Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

9258 Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$870K	Buy
2024 Q2	$709K	Buy
2024 Q1	$678K	Buy
2022 Q3	–	Sell
2022 Q2	$210K	Hold
2022 Q1	$231K	Sell
2021 Q4	$316K	Buy