FinTrust Investment Advisory Services’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
Q1
Sell
-19,434
Closed -$331K 122
2017
Q4
$331K Sell
19,434
-1,203
-6% -$20.5K 0.29% 72
2017
Q3
$322K Buy
+20,637
New +$322K 0.31% 75