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Running Point Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Running Point Capital Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-225
Closed -$6K – 161
2021
Q3 		$6K Hold
225
– – ﹤0.01% 155
2021
Q2 		$6K Hold
225
– – ﹤0.01% 144
2021
Q1 		$5K Buy
+225
New +$5K ﹤0.01% 129