Alterity Financial Group’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
Q4
$383K Buy
2023
Q3
$340K Sell
2023
Q2
$360K Sell
2023
Q1
$364K Buy
2022
Q4
$350K Buy
2022
Q3
$279K Buy
2022
Q2
$292K Buy
2021
Q4
$275K Buy
2021
Q1
$310K Buy