Seneca Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Seneca Financial Advisors’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
2021 Q4	–	Sell
2021 Q3	$266K	Sell
2021 Q2	$294K	Sell
2021 Q1	$363K	Sell
2020 Q4	$419K	Buy