CSWM
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Cassady Schiller Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$36.9K Hold
1,350
– – 0.01% 230
2024
Q3 		$38K Buy
+1,350
New +$38K 0.01% 225