McDonald Partners’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
2022 Q1	–	Sell	-62,166	Closed	-$1.67M	–	606
2021 Q4	$1.67M	Buy	+62,166	New	+$1.67M	1.55%	20