Novare Capital Management’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	-10,308	Closed	-$243K	–	174
2023 Q3	$243K	Sell	10,308 -1,494	-13%	-$35.2K	0.03%	151
2023 Q2	$286K	Sell	11,802 -483	-4%	-$11.7K	0.03%	152
2023 Q1	$300K	Buy	+12,285	New	+$300K	0.03%	148