Clarity Financial’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
2021
Q4
Sell
-168,597
Closed -$4.17M 115
2021
Q3
$4.17M Buy
168,597
+137,634
+445% +$3.41M 0.68% 41
2021
Q2
$780K Buy
+30,963
New +$780K 0.15% 67