HC Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$223K Hold
2022
Q1
$246K Buy
2021
Q4
$251K Hold
2021
Q3
$230K Hold
2021
Q2
$234K Hold
2021
Q1
$226K Hold
2020
Q4
$199K Buy
2020
Q2
Sell
2020
Q1
$5K Buy