CJ
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Caitlin John’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Caitlin John’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-522
Closed -$14K – 919
2024
Q1 		$14K Sell
522
-18
-3% -$484 0.01% 396
2023
Q4 		$13.7K Buy
+540
New +$13.7K 0.01% 389