Fischer Investment Strategies’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
Q4
Sell
-12,984
Closed -$306K 32
2023
Q3
$306K Sell
12,984
-948
-7% -$22.4K 0.31% 24
2023
Q2
$337K Buy
+13,932
New +$337K 0.31% 23