Carmel Capital Partners’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
-1,650
Closed -$38.9K 584
2023
Q3
$38.9K Buy
+1,650
New +$38.9K 0.02% 263