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Provence Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Provence Wealth Management Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$66.6K Sell
2,625
-432
-14% -$11K 0.04% 202
2023
Q3 		$72.1K Buy
+3,057
New +$72.1K 0.04% 180