ACG Wealth’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
Sell
2022
Q2
$115K Buy
2022
Q1
Sell
2021
Q4
$641K Sell
2021
Q3
$1.01M Buy
2021
Q2
$353K Buy
2021
Q1
$339K Buy
2020
Q4
$297K Buy