Highwater Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Highwater Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$840K	Buy
2019 Q2	$470K	Sell
2019 Q1	$478K	Buy
2018 Q4	$412K	Buy
2018 Q1	–	Sell
2017 Q4	$461K	Sell
2017 Q3	$912K	Sell
2017 Q2	$900K	Buy
2017 Q1	$793K	Buy
2016 Q4	$701K	Buy
2016 Q3	$569K	Buy