Lake Point Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lake Point Wealth Management’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
2021 Q3	–	Sell
2021 Q2	$67K	Buy
2019 Q2	$3K	Hold
2019 Q1	$3K	Buy