Intellectus Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Intellectus Partners’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
2018 Q4	–	Sell	-2,769	Closed	-$49K	–	473
2018 Q3	$49K	Hold	2,769	–	–	0.02%	350
2018 Q2	$45K	Hold	2,769	–	–	0.02%	352
2018 Q1	$45K	Hold	2,769	–	–	0.02%	354
2017 Q4	$47K	Hold	2,769	–	–	0.02%	343
2017 Q3	$43K	Hold	2,769	–	–	0.02%	421
2017 Q2	$42K	Buy	+2,769	New	+$41.5K	0.02%	401

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