Novak Financial Planning’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
2021 Q2	$3.23M	Buy	128,139 +20,097	+19%	+$507K	1.58%	17
2021 Q1	$2.63M	Buy	108,042 +2,316	+2%	+$56.3K	1.44%	20
2020 Q4	$2.26M	Buy	+105,726	New	+$2.26M	1.33%	23