Greenwich Wealth Management’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
2017
Q1
Sell
-67,272
Closed -$977K 205
2016
Q4
$977K Buy
67,272
+24,225
+56% +$352K 0.12% 88
2016
Q3
$607K Buy
43,047
+10,020
+30% +$141K 0.11% 114
2016
Q2
$456K Buy
+33,027
New +$456K 0.11% 127