Personal Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Personal Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$705K	Buy
2021 Q4	$581K	Buy
2021 Q3	$532K	Buy
2021 Q2	$327K	Buy
2020 Q1	–	Sell
2019 Q4	$152K	Hold
2019 Q3	$144K	Buy