ETF Portfolio Partners’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
-8,226
Closed -$221K 56
2024
Q1
$221K Buy
8,226
+36
+0.4% +$968 0.07% 55
2023
Q4
$208K Buy
+8,190
New +$208K 0.07% 48
2023
Q3
Sell
-10,839
Closed -$262K 47
2023
Q2
$262K Buy
+10,839
New +$262K 0.09% 39