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

Birchcreek Wealth Management’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 Q3	–	Sell
2024 Q2	$426K	Sell
2024 Q1	$658K	Sell
2023 Q4	$625K	Sell
2023 Q3	$599K	Sell
2023 Q2	$889K	Buy
2023 Q1	$694K	Buy