Pacific Wealth 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	-9,462	Closed	-$223K	–	28
2023 Q3	$223K	Buy	9,462 +549	+6%	+$12.9K	0.15%	24
2023 Q2	$216K	Hold	8,913	–	–	0.14%	25
2023 Q1	$217K	Hold	8,913	–	–	0.14%	25
2022 Q4	$224K	Buy	+8,913	New	+$224K	0.17%	26