Ropes Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ropes Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$432K	Buy
2023 Q2	$294K	Buy
2023 Q1	$280K	Sell
2022 Q4	$310K	Buy