Impact Partnership Wealth’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
2024
Q2
Sell
-483
Closed -$13K 599
2024
Q1
$13K Hold
483
0.01% 425
2023
Q4
$12.3K Hold
483
﹤0.01% 473
2023
Q3
$11.4K Buy
+483
New +$11.4K ﹤0.01% 574