Palladiem’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
Q3
$4.89M Sell
207,195
-6,060
-3% -$143K 5.28% 7
2023
Q2
$5.16M Buy
+213,255
New +$5.16M 5.31% 6