Ahrens Investment Partners’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
2023
Q1
$574K Sell
2022
Q4
$1.12M Buy
2022
Q3
$884K Buy
2022
Q2
$353K Buy
2022
Q1
$41K Sell
2021
Q4
$100K Buy