Capstone 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 Q4	–	Sell	-9,123	Closed	-$215K	–	156
2023 Q3	$215K	Buy	+9,123	New	+$215K	0.02%	121