Capital Financial Services’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
2022
Q3
Sell
-9,309
Closed -$222K 80
2022
Q2
$222K Buy
9,309
+411
+5% +$9.8K 0.31% 68
2022
Q1
$234K Buy
+8,898
New +$234K 0.28% 68