HGWM
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Harvest Group Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Harvest Group 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
2022
Q1 		– Sell
-4,050
Closed -$109K – 165
2021
Q4 		$109K Hold
4,050
– – 0.06% 35
2021
Q3 		$100K Hold
4,050
– – 0.06% 35
2021
Q2 		$102K Buy
+4,050
New +$102K 0.06% 32