Dynasty Wealth Management’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
2018
Q2
Sell
-12,345
Closed -$202K 81
2018
Q1
$202K Sell
12,345
-15,600
-56% -$255K 0.08% 64
2017
Q4
$477K Buy
+27,945
New +$477K 0.82% 30