Global Wealth Management Investment Advisory’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 Q1	–	Sell	-672	Closed	-$17.1K	–	376
2023 Q4	$17.1K	Hold	672	–	–	﹤0.01%	262
2023 Q3	$15.9K	Hold	672	–	–	﹤0.01%	267
2023 Q2	$16.3K	Buy	+672	New	+$16.3K	﹤0.01%	265
2020 Q2	–	Sell	-2,958	Closed	-$44K	–	662
2020 Q1	$44K	Buy	+2,958	New	+$44K	0.02%	177