Atlas Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atlas Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$523K	Buy
2024 Q3	$461K	Buy
2024 Q2	$340K	Buy
2024 Q1	$345K	Buy
2023 Q4	$285K	Sell
2023 Q3	$465K	Buy
2023 Q2	$218K	Buy
2023 Q1	$216K	Buy
2022 Q3	–	Sell
2022 Q2	$4.41M	Buy
2022 Q1	$4.73M	Buy