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Custom Portfolio Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Custom Portfolio Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$123K Hold
2,370
– – 0.1% 65
2024
Q1 		$127K Hold
2,370
– – 0.1% 63
2023
Q4 		$120K Buy
+2,370
New +$120K 0.11% 60