Great Lakes Retirement’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 Q3	–	Sell	-2,373	Closed	-$62.1K	–	567
2024 Q2	$62.1K	Buy	+2,373	New	+$62.1K	0.01%	252
2020 Q1	$1.27M	Sell	84,318 -7,056	-8%	-$106K	0.58%	28
2019 Q4	$1.76M	Buy	+91,374	New	+$1.76M	0.54%	32