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Kabarec Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kabarec Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$9.57M Sell
194,055
-21,402
-10% -$1.05M 7.31% 3
2018
Q1 		$10.6M Buy
215,457
+15,187
+8% +$745K 6.69% 4
2017
Q4 		$10.2M Buy
+200,270
New +$10.2M 6.28% 4