JAG

Journey Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,737	Closed	-$208K	–	238
2023 Q4	$208K	Buy	+2,737	New	+$208K	0.03%	209
2023 Q2	–	Sell	-70,601	Closed	-$5.17M	–	237
2023 Q1	$5.17M	Buy	+70,601	New	+$5.17M	0.81%	31