Hochman Cole Investment 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
2021
Q3
$319K Buy
12,900
+1,728
+15% +$42.7K 0.12% 101
2021
Q2
$282K Buy
11,172
+600
+6% +$15.1K 0.11% 105
2021
Q1
$257K Buy
10,572
+75
+0.7% +$1.82K 0.11% 109
2020
Q4
$224K Buy
+10,497
New +$224K 0.1% 114