Horizon Wealth Management’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
Q3
Sell
-35,985
Closed -$859K 100
2022
Q2
$859K Buy
35,985
+543
+2% +$13K 0.36% 33
2022
Q1
$932K Hold
35,442
0.29% 35
2021
Q4
$955K Buy
+35,442
New +$955K 0.28% 42