Level Four Financial’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
2021
Q3
$6.05M Buy
244,566
+2,694
+1% +$66.7K 2.64% 3
2021
Q2
$6.1M Buy
241,872
+8,832
+4% +$223K 2.57% 2
2021
Q1
$5.66M Buy
233,040
+8,631
+4% +$210K 2.62% 2
2020
Q4
$4.8M Buy
+224,409
New +$4.8M 2.07% 4