Pinnacle Private Wealth’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
2022
Q2
$208K Buy
8,700
+435
+5% +$10.4K 0.08% 253
2022
Q1
$217K Sell
8,265
-1,500
-15% -$39.4K 0.07% 272
2021
Q4
$263K Buy
+9,765
New +$263K 0.08% 238