KPP Advisory Services’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	-27,372	Closed	-$736K	–	250
2024 Q1	$736K	Buy	+27,372	New	+$736K	0.2%	96
2023 Q4	–	Sell	-85,122	Closed	-$2.01M	–	194
2023 Q3	$2.01M	Buy	+85,122	New	+$2.01M	0.66%	34