Moss Adams Wealth 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
2023 Q4	–	Sell	-504	Closed	-$11.9K	–	160
2023 Q3	$11.9K	Hold	504	–	–	﹤0.01%	142
2023 Q2	$12.2K	Hold	504	–	–	﹤0.01%	124
2023 Q1	$12.3K	Buy	504 +258	+105%	+$6.29K	﹤0.01%	133
2022 Q4	$6.2K	Buy	+246	New	+$6.2K	﹤0.01%	148