CGF

Constant Guidance Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100,341	Closed	-$8.48M	–	44
2024 Q3	$8.48M	Buy	100,341 +91,069	+982%	+$7.7M	6.94%	5
2024 Q2	$456K	Hold	9,272	–	–	0.47%	22
2024 Q1	$731K	Buy	+9,272	New	+$731K	0.67%	32