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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$5.94M Sell
2023
Q3
$5.58M Buy
2023
Q2
$5.51M Sell
2023
Q1
$5.95M Sell
2022
Q4
$6.46M Buy
2022
Q3
$4.59M Sell
2022
Q2
$5.79M Buy
2022
Q1
$5.37M Buy