GJWM
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Gilliland Jeter Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,117
Closed -$87.8K – 551
2024
Q3 		$87.8K Hold
3,117
– – 0.03% 236
2024
Q2 		$80.8K Hold
3,117
– – 0.03% 238
2024
Q1 		$83.8K Buy
+3,117
New +$83.8K 0.03% 235