Beacon Pointe Wealth Advisors’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
2019
Q4
$546K Sell
2019
Q3
$580K Buy
2019
Q2
$496K Buy
2019
Q1
$431K Buy
2018
Q4
$310K Buy