Highland Financial Advisors’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
2022 Q4	–	Sell	-60,354	Closed	-$1.34M	–	56
2022 Q3	$1.34M	Buy	+60,354	New	+$1.34M	0.93%	20