Madison Park Capital Advisors’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
Q4
Sell
-84,381
Closed -$2.38M 74
2024
Q3
$2.38M Buy
84,381
+10,731
+15% +$302K 1.78% 19
2024
Q2
$1.91M Buy
73,650
+4,614
+7% +$120K 1.6% 19
2024
Q1
$1.86M Buy
69,036
+3,654
+6% +$98.2K 1.62% 20
2023
Q4
$1.66M Buy
+65,382
New +$1.66M 1.6% 20