Durante & Waters’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
2024 Q2	–	Sell	-12,600	Closed	-$339K	–	32
2024 Q1	$339K	Hold	12,600	–	–	0.31%	23
2023 Q4	$320K	Buy	+12,600	New	+$320K	0.31%	22