CFS Investment Advisory 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
2023 Q3	–	Sell	-12,714	Closed	-$308K	–	233
2023 Q2	$308K	Buy	+12,714	New	+$308K	0.04%	205
2021 Q3	–	Sell	-91,749	Closed	-$2.31M	–	208
2021 Q2	$2.31M	Buy	+91,749	New	+$2.31M	2.11%	12