Monumental Financial Group’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
2023 Q3	–	Sell	-34,296	Closed	-$830K	–	44
2023 Q2	$830K	Buy	34,296 +7,920	+30%	+$192K	0.56%	40
2023 Q1	$643K	Buy	26,376 +2,316	+10%	+$56.5K	0.46%	45
2022 Q4	$606K	Buy	+24,060	New	+$606K	0.49%	44