Connectus Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Connectus Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$307K	Sell
2023 Q3	$288K	Buy
2023 Q2	$294K	Sell
2023 Q1	$353K	Buy
2022 Q4	$345K	Buy
2022 Q3	$234K	Sell
2022 Q2	$359K	Buy
2022 Q1	$282K	Buy