FOCUS Wealth Advisors’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
Q2
Sell
-12,276
Closed -$299K 64
2023
Q1
$299K Buy
+12,276
New +$299K 0.2% 49