New England Guild 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
2022 Q4	$758K	Hold	30,102	–	–	0.4%	40
2022 Q3	$667K	Hold	30,102	–	–	0.4%	41
2022 Q2	$719K	Hold	30,102	–	–	0.44%	42
2022 Q1	$792K	Buy	30,102 +1,950	+7%	+$51.3K	0.42%	41
2021 Q4	$759K	Hold	28,152	–	–	0.38%	43
2021 Q3	$697K	Hold	28,152	–	–	0.37%	42
2021 Q2	$710K	Hold	28,152	–	–	0.39%	40
2021 Q1	$684K	Hold	28,152	–	–	0.38%	39
2020 Q4	$602K	Hold	28,152	–	–	0.36%	39
2020 Q3	$519K	Hold	28,152	–	–	0.36%	38
2020 Q2	$486K	Hold	28,152	–	–	0.36%	37
2020 Q1	$422K	Hold	28,152	–	–	0.38%	37
2019 Q4	$544K	Hold	28,152	–	–	0.39%	36
2019 Q3	$514K	Hold	28,152	–	–	0.37%	37
2019 Q2	$498K	Hold	28,152	–	–	0.37%	35
2019 Q1	$491K	Hold	28,152	–	–	0.37%	34
2018 Q4	$441K	Hold	28,152	–	–	0.37%	33
2018 Q3	$497K	Hold	28,152	–	–	0.45%	30
2018 Q2	$463K	Hold	28,152	–	–	0.42%	28
2018 Q1	$460K	Hold	28,152	–	–	0.44%	28
2017 Q4	$480K	Buy	+28,152	New	+$480K	0.46%	29