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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,995	Closed	-$202K	–	386
2021 Q2	$202K	Buy	+7,995	New	+$202K	0.01%	363
2018 Q1	–	Sell	-13,560	Closed	-$231K	–	169
2017 Q4	$231K	Buy	+13,560	New	+$231K	0.11%	141