HGWM
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Horst & Graben Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Horst & Graben Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,640
Closed -$219K – 150
2023
Q4 		$219K Hold
8,640
– – 0.05% 127
2023
Q3 		$204K Hold
8,640
– – 0.05% 130
2023
Q2 		$209K Hold
8,640
– – 0.05% 124
2023
Q1 		$211K Hold
8,640
– – 0.05% 122
2022
Q4 		$218K Buy
+8,640
New +$218K 0.06% 121