Bragg Financial Advisors’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
2023
Q3
Sell
-10,302
Closed -$249K 323
2023
Q2
$249K Sell
10,302
-3
-0% -$73 0.01% 298
2023
Q1
$251K Hold
10,305
0.01% 292
2022
Q4
$259K Buy
+10,305
New +$259K 0.02% 283