Eaton Financial Holdings’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
2023 Q3	–	Sell	-34,521	Closed	-$836K	–	158
2023 Q2	$836K	Buy	34,521 +8,664	+34%	+$210K	0.63%	28
2023 Q1	$631K	Buy	25,857 +783	+3%	+$19.1K	0.49%	34
2022 Q4	$631K	Buy	+25,074	New	+$631K	0.54%	36