CWA
SCHD icon

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

Continuum Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,906
Closed -$220K – 48
2022
Q4 		$220K Buy
+2,906
New +$220K 0.22% 42